Filed December 16, 2010
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.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Trustee (directed); Direct payment fr... | $80,733 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,415 | $155,795+91.5% | $136,294+119.0% | $69,631+328.6% |
| Participation rate | 97.5% | 75.2%+22.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | 134.45% | 232464.33%-232329.9pp | 5155.94%-5021.5pp | 27571.02%-27436.6pp |
| Employer contribution / active EE | $6,416 | $2,991+114.5% | $4,695+36.6% | $2,032+215.7% |
| Participant deferral / active EE | $8,242 | $5,394+52.8% | $6,247+31.9% | $3,224+155.7% |
| Admin fee / account holder | $61 | $128-52.6% | $9,243-99.3% | $110-44.9% |