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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,642 |
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 | $385,843 | $60,243+540.5% | $86,612+345.5% | - |
| Participation rate | 92.9% | 60.8%+32.2pp | 71.7%+21.2pp | - |
| Annual return | 16.69% | 59.27%-42.6pp | 591.07%-574.4pp | - |
| Employer contribution / active EE | $17,927 | $2,261+692.8% | $3,022+493.1% | - |
| Participant deferral / active EE | $9,827 | $2,994+228.3% | $4,438+121.4% | - |
| Admin fee / account holder | $227 | $4,652-95.1% | $5,614-96.0% | - |