Filed December 22, 2010 (most recent of 3 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 GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $199,658 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $173,675 | $80,360+116.1% | $90,160+92.6% | $77,958+122.8% |
| Participation rate | 94.6% | 81.9%+12.6pp | 76.9%+17.7pp | 71.6%+22.9pp |
| Annual return | 17.53% | 24.56%-7.0pp | 34.88%-17.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $9,119 | $2,326+292.1% | $3,318+174.8% | $2,310+294.7% |
| Participant deferral / active EE | $11,922 | $5,829+104.5% | $5,288+125.5% | $3,537+237.1% |
| Admin fee / account holder | $49 | $64-23.9% | $5,943-99.2% | $97-50.2% |