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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $751,455 |
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 | $475,324 | $105,190+351.9% | $98,907+380.6% | $90,288+426.5% |
| Participation rate | 99.5% | 86.4%+13.1pp | 76.0%+23.5pp | 73.4%+26.1pp |
| Annual return | 13.80% | 18.52%-4.7pp | 196.43%-182.6pp | 53.97%-40.2pp |
| Employer contribution / active EE | $14,972 | $3,831+290.9% | $2,689+456.8% | $2,524+493.2% |
| Participant deferral / active EE | $13,406 | $5,616+138.7% | $4,244+215.9% | $4,232+216.8% |
| Admin fee / account holder | $254 | $97+160.9% | $6,642-96.2% | $114+122.7% |