Filed November 27, 2013 (most recent of 3 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,743 | $82,546-22.8% | $140,016-54.5% | $75,289-15.3% |
| Participation rate | 96.5% | 88.4%+8.2pp | 87.5%+9.0pp | 72.4%+24.1pp |
| Annual return | -0.44% | -0.36%-0.1pp | 651.12%-651.6pp | -0.04%-0.4pp |
| Employer contribution / active EE | $2,655 | $3,856-31.2% | $5,606-52.6% | $2,405+10.4% |
| Participant deferral / active EE | $5,761 | $5,731+0.5% | $6,927-16.8% | $3,739+54.1% |
| Admin fee / account holder | $15 | $86-82.9% | $10,705-99.9% | $102-85.7% |