Filed August 27, 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.1+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $298,361 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,642 | $74,498+13.6% | $94,224-10.2% | $59,188+43.0% |
| Participation rate | 99.8% | 76.8%+23.0pp | 78.8%+21.0pp | 69.4%+30.3pp |
| Annual return | 0.36% | 2.76%-2.4pp | 10.68%-10.3pp | 5.51%-5.2pp |
| Employer contribution / active EE | $5,759 | $2,077+177.2% | $3,587+60.6% | $2,098+174.5% |
| Participant deferral / active EE | $5,753 | $3,433+67.6% | $4,320+33.2% | $3,265+76.2% |
| Admin fee / account holder | $51 | $103-50.4% | $6,269-99.2% | $92-44.6% |