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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $333,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,103 | $102,389+100.3% | $100,516+104.1% | $90,288+127.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 79.4%+16.3pp | 73.4%+22.4pp |
| Annual return | 16.74% | 22.50%-5.8pp | 30.89%-14.1pp | 53.97%-37.2pp |
| Employer contribution / active EE | $8,413 | $3,056+175.3% | $3,418+146.2% | $2,524+233.3% |
| Participant deferral / active EE | $13,167 | $7,514+75.2% | $6,270+110.0% | $4,232+211.1% |
| Admin fee / account holder | $71 | $83-14.3% | $8,081-99.1% | $114-37.4% |