Filed January 27, 2015 (most recent of 4 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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $208,105 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $118,500 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $21,250 |
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 | $278,995 | $86,338+223.1% | $91,989+203.3% | $77,787+258.7% |
| Participation rate | 98.6% | 82.9%+15.7pp | 78.6%+20.0pp | 73.2%+25.4pp |
| Annual return | 22.95% | 29.65%-6.7pp | 69.02%-46.1pp | 32.57%-9.6pp |
| Employer contribution / active EE | $7,072 | $2,988+136.7% | $3,452+104.9% | $2,504+182.4% |
| Participant deferral / active EE | $9,525 | $6,908+37.9% | $5,923+60.8% | $3,967+140.1% |
| Admin fee / account holder | $144 | $79+81.5% | $7,743-98.1% | $100+43.9% |