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 Service code 28 · EIN 23-1945930 | Investment Management | $873,658 |
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 | $127,552 | $83,826+52.2% | $125,175+1.9% | $82,204+55.2% |
| Participation rate | 99.5% | 83.1%+16.3pp | 79.8%+19.7pp | 73.4%+26.1pp |
| Annual return | 23.12% | 22.78%+0.3pp | 43.79%-20.7pp | 26.31%-3.2pp |
| Employer contribution / active EE | $6,350 | $2,267+180.1% | $3,865+64.3% | $2,707+134.6% |
| Participant deferral / active EE | $7,075 | $4,293+64.8% | $4,937+43.3% | $4,246+66.6% |
| Admin fee / account holder | $125 | $74+67.6% | $9,702-98.7% | $76+64.8% |