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 | $215,623 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $235,000 | $102,389+129.5% | $100,516+133.8% | $90,288+160.3% |
| Participation rate | 93.2% | 84.0%+9.1pp | 79.4%+13.8pp | 73.4%+19.8pp |
| Annual return | 14.84% | 22.50%-7.7pp | 30.89%-16.1pp | 53.97%-39.1pp |
| Employer contribution / active EE | $2,484 | $3,056-18.7% | $3,418-27.3% | $2,524-1.6% |
| Participant deferral / active EE | $9,548 | $7,514+27.1% | $6,270+52.3% | $4,232+125.6% |
| Admin fee / account holder | $88 | $83+5.5% | $8,081-98.9% | $114-23.0% |