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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,632 |
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 | $201,871 | $75,284+168.1% | $91,001+121.8% | $69,631+189.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 17.24% | 48.40%-31.2pp | 4.60%+12.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $6,594 | $2,473+166.7% | $2,456+168.5% | $2,032+224.5% |
| Participant deferral / active EE | $7,497 | $3,700+102.6% | $3,547+111.3% | $3,224+132.6% |
| Admin fee / account holder | $40 | $111-63.5% | $5,417-99.3% | $110-63.4% |