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.4+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $221,051 |
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 | $158,135 | $71,106+122.4% | $83,333+89.8% | $75,289+110.0% |
| Participation rate | 94.4% | 82.0%+12.4pp | 77.8%+16.6pp | 72.4%+22.0pp |
| Annual return | -4.25% | -0.56%-3.7pp | 10.63%-14.9pp | -0.04%-4.2pp |
| Employer contribution / active EE | $8,681 | $2,436+256.4% | $3,379+156.9% | $2,405+261.0% |
| Participant deferral / active EE | $11,967 | $6,249+91.5% | $5,565+115.0% | $3,739+220.1% |
| Admin fee / account holder | $52 | $72-27.5% | $7,510-99.3% | $102-48.7% |