Filed September 23, 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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,677 |
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 | $183,428 | $74,024+147.8% | $77,999+135.2% | $57,658+218.1% |
| Participation rate | 93.3% | 79.7%+13.5pp | 75.5%+17.7pp | 70.2%+23.0pp |
| Annual return | 9.39% | 12.14%-2.8pp | 425.96%-416.6pp | 5.13%+4.3pp |
| Employer contribution / active EE | $6,010 | $2,365+154.1% | $2,470+143.3% | $1,974+204.5% |
| Participant deferral / active EE | $6,420 | $3,533+81.7% | $3,497+83.6% | $3,061+109.8% |
| Admin fee / account holder | $34 | $93-64.0% | $5,480-99.4% | $95-64.5% |