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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,372 |
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 | $431,698 | $60,323+615.6% | $81,812+427.7% | $74,495+479.5% |
| Participation rate | 91.6% | 62.9%+28.7pp | 72.3%+19.2pp | 67.2%+24.4pp |
| Annual return | 12.76% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $18,759 | $2,620+615.9% | $2,912+544.1% | $2,623+615.2% |
| Participant deferral / active EE | $10,464 | $3,387+208.9% | $4,319+142.3% | $4,346+140.8% |
| Admin fee / account holder | $235 | $1,486-84.2% | $7,386-96.8% | $1,942-87.9% |