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.5 years Service code 28 · EIN 23-1945930 | Investment Management | $1,177,564 |
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 | $111,897 | $71,813+55.8% | $119,609-6.4% | $78,044+43.4% |
| Participation rate | 98.9% | 81.7%+17.2pp | 79.3%+19.6pp | 74.4%+24.4pp |
| Annual return | -15.54% | -13.80%-1.7pp | -14.97%-0.6pp | 10.87%-26.4pp |
| Employer contribution / active EE | $6,123 | $2,836+115.9% | $4,232+44.7% | $3,125+96.0% |
| Participant deferral / active EE | $6,525 | $4,953+31.7% | $5,602+16.5% | $5,084+28.3% |
| Admin fee / account holder | $125 | $81+54.7% | $10,323-98.8% | $79+58.2% |