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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,549,308 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,247 | $106,649+21.2% | $80,019+61.5% | $68,904+87.6% |
| Participation rate | 97.0% | 88.1%+8.9pp | 75.8%+21.2pp | 74.1%+22.9pp |
| Annual return | -6.14% | -0.87%-5.3pp | 11.22%-17.4pp | 1.07%-7.2pp |
| Employer contribution / active EE | $2,606 | $4,132-36.9% | $2,468+5.6% | $2,540+2.6% |
| Participant deferral / active EE | $5,754 | $6,395-10.0% | $3,686+56.1% | $4,015+43.3% |
| Admin fee / account holder | $104 | $58+79.6% | $6,521-98.4% | $71+46.3% |