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.3+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $675,155 |
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 | $108,859 | $77,180+41.0% | $117,854-7.6% | $177,276-38.6% |
| Participation rate | 99.5% | 85.8%+13.7pp | 79.7%+19.8pp | 74.8%+24.7pp |
| Annual return | 19.34% | 20.91%-1.6pp | 335.08%-315.7pp | 21.25%-1.9pp |
| Employer contribution / active EE | $5,671 | $1,992+184.6% | $3,786+49.8% | $2,479+128.8% |
| Participant deferral / active EE | $6,363 | $3,956+60.8% | $4,482+42.0% | $3,881+64.0% |
| Admin fee / account holder | $104 | $54+91.5% | $8,020-98.7% | $154-32.4% |