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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $326,786 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $257,403 |
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 | $179,761 | $87,621+105.2% | $86,436+108.0% | $77,904+130.7% |
| Participation rate | 96.5% | 85.8%+10.7pp | 80.3%+16.2pp | 73.7%+22.8pp |
| Annual return | -16.17% | -13.90%-2.3pp | 4394.89%-4411.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $8,206 | $3,474+136.3% | $3,769+117.8% | $2,848+188.2% |
| Participant deferral / active EE | $15,092 | $8,645+74.6% | $6,952+117.1% | $4,806+214.0% |
| Admin fee / account holder | $112 | $85+31.9% | $6,731-98.3% | $133-15.7% |