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.8+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Direct payment from the plan; Claims ... | $147,810 |
THE VANGUARD GROUP, INC.8+ 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 | $315,557 | $82,202+283.9% | $125,339+151.8% | $64,808+386.9% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -14.00% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $10,114 | $3,615+179.7% | $4,814+110.1% | $2,506+303.6% |
| Participant deferral / active EE | $16,316 | $7,175+127.4% | $7,446+119.1% | $4,310+278.5% |
| Admin fee / account holder | $102 | $163-37.3% | $10,010-99.0% | $188-45.5% |