Filed January 3, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $478,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,598 | $82,783+42.1% | $133,956-12.2% | $90,288+30.2% |
| Participation rate | 95.8% | 81.3%+14.5pp | 79.8%+16.0pp | 73.4%+22.4pp |
| Annual return | 14.44% | 21.89%-7.5pp | 45.09%-30.7pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,832 | $2,388-23.3% | $3,919-53.3% | $2,524-27.4% |
| Participant deferral / active EE | $5,499 | $4,291+28.2% | $5,048+8.9% | $4,232+29.9% |
| Admin fee / account holder | $142 | $93+53.1% | $8,927-98.4% | $114+24.6% |