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.4 years Service code 28 · EIN 23-1945930 | Investment Management | $1,154,964 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,215 | $86,580+81.6% | $146,665+7.2% | $101,517+54.9% |
| Participation rate | 99.3% | 80.7%+18.5pp | 80.1%+19.2pp | 74.6%+24.7pp |
| Annual return | 14.92% | 30.94%-16.0pp | 22.74%-7.8pp | 21.00%-6.1pp |
| Employer contribution / active EE | $6,760 | $2,512+169.1% | $4,136+63.4% | $2,973+127.4% |
| Participant deferral / active EE | $7,330 | $4,413+66.1% | $5,506+33.1% | $4,873+50.4% |
| Admin fee / account holder | $143 | $71+100.3% | $10,280-98.6% | $139+2.6% |