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 Service code 15 · EIN 23-1945930 | Recordkeeping | $734,597 |
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 | $363,912 | $134,045+171.5% | $80,019+354.8% | $75,289+383.4% |
| Participation rate | 99.1% | 85.8%+13.3pp | 75.8%+23.3pp | 72.4%+26.7pp |
| Annual return | -4.63% | -0.56%-4.1pp | 11.22%-15.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $16,506 | $3,492+372.6% | $2,468+568.8% | $2,405+586.3% |
| Participant deferral / active EE | $13,257 | $4,976+166.4% | $3,686+259.7% | $3,739+254.6% |
| Admin fee / account holder | $248 | $124+100.5% | $6,521-96.2% | $102+142.8% |