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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $696,155 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $401,121 | $90,410+343.7% | $91,001+340.8% | $77,958+414.5% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.7pp |
| Annual return | 17.20% | 21.34%-4.1pp | 4.60%+12.6pp | 20.87%-3.7pp |
| Employer contribution / active EE | $16,156 | $3,392+376.4% | $2,456+557.9% | $2,310+599.3% |
| Participant deferral / active EE | $12,369 | $4,816+156.9% | $3,547+248.7% | $3,537+249.8% |
| Admin fee / account holder | $244 | $79+208.7% | $5,417-95.5% | $97+150.2% |