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.5+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $252,859 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,861 | $86,338+111.8% | $91,989+98.8% | $77,787+135.1% |
| Participation rate | 95.3% | 82.9%+12.4pp | 78.6%+16.7pp | 73.2%+22.1pp |
| Annual return | 21.84% | 29.65%-7.8pp | 69.02%-47.2pp | 32.57%-10.7pp |
| Employer contribution / active EE | $9,257 | $2,988+209.8% | $3,452+168.2% | $2,504+269.6% |
| Participant deferral / active EE | $12,213 | $6,908+76.8% | $5,923+106.2% | $3,967+207.8% |
| Admin fee / account holder | $57 | $79-28.2% | $7,743-99.3% | $100-43.1% |