Filed March 21, 2011 (most recent of 2 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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $110,058 |
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 | $141,276 | $55,790+153.2% | $76,817+83.9% | $67,579+109.1% |
| Participation rate | 98.2% | 71.1%+27.1pp | 72.1%+26.1pp | 71.3%+26.9pp |
| Annual return | 25.43% | 64.45%-39.0pp | 1166.11%-1140.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $8,825 | $1,810+387.5% | $2,302+283.4% | $2,148+310.9% |
| Participant deferral / active EE | $7,705 | $2,875+168.0% | $3,336+131.0% | $3,539+117.7% |
| Admin fee / account holder | $87 | $159-45.1% | $6,420-98.6% | $142-38.6% |