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 year Service code 37 · EIN 23-1945930 | Loan Processing | $763,465 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,527 | $69,744+49.9% | $110,238-5.2% | $68,904+51.7% |
| Participation rate | 99.6% | 83.4%+16.1pp | 79.8%+19.8pp | 74.1%+25.5pp |
| Annual return | -5.42% | -2.58%-2.8pp | 314.74%-320.2pp | 1.07%-6.5pp |
| Employer contribution / active EE | $6,201 | $2,204+181.4% | $3,826+62.1% | $2,540+144.1% |
| Participant deferral / active EE | $6,906 | $4,131+67.2% | $4,672+47.8% | $4,015+72.0% |
| Admin fee / account holder | $113 | $67+69.2% | $8,547-98.7% | $71+58.9% |