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.7+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Trustee (directed); Redemption fees; ... | $147,195 |
THE VANGUARD GROUP, INC.7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,516 | $104,317+280.1% | $159,436+148.7% | $86,799+356.8% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.8%+14.1pp | 72.3%+24.6pp |
| Annual return | 16.64% | 26.32%-9.7pp | 263.57%-246.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $9,620 | $3,451+178.8% | $4,829+99.2% | $2,405+300.0% |
| Participant deferral / active EE | $15,406 | $6,837+125.3% | $7,352+109.5% | $4,131+272.9% |
| Admin fee / account holder | $105 | $172-39.0% | $10,799-99.0% | $170-38.0% |