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.4+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Redemption fees; Trustee (directed); ... | $109,749 |
THE VANGUARD GROUP, INC.4+ 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 | $274,011 | $75,388+263.5% | $123,544+121.8% | $55,725+391.7% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.2pp |
| Annual return | -3.87% | 4.48%-8.3pp | 119.20%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $9,566 | $3,063+212.3% | $4,628+106.7% | $2,078+360.3% |
| Participant deferral / active EE | $13,359 | $5,651+136.4% | $6,426+107.9% | $3,356+298.1% |
| Admin fee / account holder | $81 | $120-32.5% | $9,284-99.1% | $115-29.8% |