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 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,801 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,104 | $85,135+27.0% | $98,907+9.3% | $73,409+47.3% |
| Participation rate | 96.9% | 81.1%+15.8pp | 76.0%+20.9pp | 72.2%+24.7pp |
| Annual return | 12.90% | 19.14%-6.2pp | 196.43%-183.5pp | 59.29%-46.4pp |
| Employer contribution / active EE | $5,074 | $2,721+86.5% | $2,689+88.7% | $2,234+127.2% |
| Participant deferral / active EE | $5,071 | $4,349+16.6% | $4,244+19.5% | $3,805+33.3% |
| Admin fee / account holder | $48 | $139-65.3% | $6,642-99.3% | $158-69.4% |