Filed July 28, 2015
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $639,028 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $176,591 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,623 | $112,623+342.7% | $106,213+369.5% | $199,593+149.8% |
| Participation rate | 99.1% | 86.2%+12.8pp | 75.3%+23.8pp | 72.0%+27.1pp |
| Annual return | 12.40% | 15.57%-3.2pp | 116.14%-103.7pp | 34.25%-21.9pp |
| Employer contribution / active EE | $14,906 | $4,575+225.8% | $3,171+370.0% | $3,034+391.3% |
| Participant deferral / active EE | $14,389 | $6,659+116.1% | $5,016+186.9% | $5,087+182.9% |
| Admin fee / account holder | $253 | $107+136.9% | $11,033-97.7% | $269-5.7% |