Filed June 19, 2007 (most recent of 2 filings on file)
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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $102,992 |
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 | $193,169 | $52,660+266.8% | $86,612+123.0% | $80,160+141.0% |
| Participation rate | 85.3% | 62.4%+22.9pp | 71.7%+13.6pp | 72.9%+12.4pp |
| Annual return | 17.33% | 24.87%-7.5pp | 591.07%-573.7pp | 40.38%-23.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $9,847 | $3,215+206.3% | $4,438+121.9% | $5,017+96.3% |
| Admin fee / account holder | $36 | $113-68.3% | $5,614-99.4% | $145-75.4% |