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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $634,177 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $295,333 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 51 · EIN 13-3114906 | Investment Mgmt Fees | $55,358 |
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 | $147,436 | $125,029+17.9% | $90,749+62.5% | $78,044+88.9% |
| Participation rate | 95.5% | 93.0%+2.5pp | 75.7%+19.8pp | 74.4%+21.0pp |
| Annual return | -14.66% | -14.80%+0.1pp | -12.16%-2.5pp | 10.87%-25.5pp |
| Employer contribution / active EE | $3,712 | $4,916-24.5% | $2,921+27.1% | $3,125+18.8% |
| Participant deferral / active EE | $6,875 | $7,684-10.5% | $4,564+50.6% | $5,084+35.2% |
| Admin fee / account holder | $64 | $56+14.3% | $8,445-99.2% | $79-19.3% |