Filed April 9, 2007
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 | $16,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,435 | $53,345+48.9% | $121,098-34.4% | $74,419+6.7% |
| Participation rate | 21.0% | 60.0%-39.0pp | 69.5%-48.5pp | 70.7%-49.7pp |
| Annual return | 16.59% | 35.15%-18.6pp | 985.75%-969.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $669 | $1,898-64.8% | $4,164-83.9% | $2,637-74.6% |
| Participant deferral / active EE | $1,317 | $3,221-59.1% | $4,080-67.7% | $4,528-70.9% |
| Admin fee / account holder | $89 | $382-76.7% | $5,644-98.4% | $348-74.4% |