Filed October 2, 2012 (most recent of 9 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,264 |
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 | $243,879 | $98,982+146.4% | $162,163+50.4% | $65,185+274.1% |
| Participation rate | 97.2% | 85.8%+11.4pp | 87.6%+9.7pp | 70.2%+27.0pp |
| Annual return | 25.51% | 24.84%+0.7pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $7,290 | $3,467+110.3% | $5,614+29.9% | $2,177+234.9% |
| Participant deferral / active EE | $10,623 | $5,384+97.3% | $7,298+45.6% | $3,514+202.3% |
| Admin fee / account holder | $48 | $596-92.0% | $10,843-99.6% | $847-94.4% |