Filed January 5, 2009
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,385,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,254 | $2,226,388-93.5% | $91,001+59.6% | $177,276-18.1% |
| Participation rate | 96.9% | 85.1%+11.8pp | 75.6%+21.3pp | 74.8%+22.1pp |
| Annual return | 14.71% | 20.16%-5.4pp | 4.60%+10.1pp | 21.25%-6.5pp |
| Employer contribution / active EE | $2,515 | $4,139-39.2% | $2,456+2.4% | $2,479+1.5% |
| Participant deferral / active EE | $5,610 | $6,423-12.7% | $3,547+58.1% | $3,881+44.6% |
| Admin fee / account holder | $91 | $1,921-95.3% | $5,417-98.3% | $154-41.2% |