Filed November 8, 2012 (most recent of 2 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $51,705 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,272 | $72,254+34.6% | $86,677+12.2% | $64,808+50.1% |
| Participation rate | 98.6% | 80.4%+18.2pp | 76.6%+22.0pp | 71.5%+27.2pp |
| Annual return | -14.42% | 392.42%-406.8pp | 35.91%-50.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $5,389 | $2,393+125.2% | $2,836+90.0% | $2,506+115.0% |
| Participant deferral / active EE | $7,399 | $4,658+58.8% | $4,656+58.9% | $4,310+71.7% |
| Admin fee / account holder | $74 | $174-57.6% | $7,493-99.0% | $188-60.7% |