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.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Float revenue; Claims processing; Tru... | $118,545 |
THE VANGUARD GROUP, INC.5+ 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 | $324,850 | $88,122+268.6% | $141,162+130.1% | $67,579+380.7% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 21.51% | 75.40%-53.9pp | 71.39%-49.9pp | 378.56%-357.0pp |
| Employer contribution / active EE | $8,971 | $3,224+178.2% | $4,735+89.5% | $2,148+317.7% |
| Participant deferral / active EE | $13,351 | $5,958+124.1% | $6,709+99.0% | $3,539+277.2% |
| Admin fee / account holder | $88 | $131-32.5% | $10,261-99.1% | $142-37.9% |