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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $707,682 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $275,541 |
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 | $166,711 | $136,310+22.3% | $98,439+69.4% | $103,482+61.1% |
| Participation rate | 97.1% | 89.2%+7.8pp | 75.2%+21.9pp | 73.3%+23.8pp |
| Annual return | 16.51% | 19.67%-3.2pp | 21.16%-4.7pp | 33.11%-16.6pp |
| Employer contribution / active EE | $4,091 | $4,714-13.2% | $3,048+34.2% | $3,208+27.5% |
| Participant deferral / active EE | $7,311 | $7,358-0.6% | $4,738+54.3% | $5,207+40.4% |
| Admin fee / account holder | $65 | $76-14.3% | $8,948-99.3% | $114-42.9% |