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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $226,949 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $147,625 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $104,000 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $33,548 |
WALLACH & ASSOCIATES2 years Filed as: WALLACH & ASSOCIATES INC Service code 10 · EIN 22-3348744 | Accounting | $3,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,509 | $103,918+228.6% | $94,646+260.8% | $80,160+326.0% |
| Participation rate | 97.4% | 85.8%+11.6pp | 80.8%+16.6pp | 72.9%+24.5pp |
| Annual return | 17.23% | 27.77%-10.5pp | 156.71%-139.5pp | 40.38%-23.2pp |
| Employer contribution / active EE | $6,823 | $3,539+92.8% | $3,672+85.8% | $2,978+129.1% |
| Participant deferral / active EE | $10,699 | $9,528+12.3% | $7,418+44.2% | $5,017+113.2% |
| Admin fee / account holder | $220 | $96+128.5% | $7,231-97.0% | $145+52.1% |