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.2+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $527,163 |
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 | $95,997 | $61,125+57.1% | $108,579-11.6% | $63,975+50.1% |
| Participation rate | 99.4% | 80.5%+18.9pp | 79.6%+19.8pp | 71.1%+28.2pp |
| Annual return | 9.54% | 14.06%-4.5pp | -51.70%+61.2pp | 48.65%-39.1pp |
| Employer contribution / active EE | $6,019 | $2,237+169.1% | $3,758+60.1% | $2,182+175.9% |
| Participant deferral / active EE | $6,248 | $3,574+74.8% | $4,311+44.9% | $3,356+86.1% |
| Admin fee / account holder | $89 | $72+24.0% | $7,645-98.8% | $70+26.6% |