Filed February 22, 2016 (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 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $32,796 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,155 | $54,350+575.5% | $82,719+343.9% | $68,494+436.0% |
| Participation rate | 89.8% | 63.9%+25.9pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -15.42% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $16,380 | $2,218+638.5% | $3,009+444.4% | $2,596+530.9% |
| Participant deferral / active EE | $10,129 | $3,246+212.0% | $4,395+130.5% | $4,027+151.5% |
| Admin fee / account holder | $236 | $4,395-94.6% | $5,329-95.6% | $5,403-95.6% |