Filed October 8, 2010 (most recent of 3 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.11+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $155,699 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,537 | $128,899-36.7% | $113,168-28.0% | $102,872-20.7% |
| Participation rate | 85.2% | 87.0%-1.8pp | 76.6%+8.6pp | 73.0%+12.2pp |
| Annual return | 15.08% | 15.88%-0.8pp | 24.27%-9.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $1,191 | $3,713-67.9% | $2,975-60.0% | $3,526-66.2% |
| Participant deferral / active EE | $4,334 | $6,787-36.1% | $5,107-15.1% | $5,535-21.7% |
| Admin fee / account holder | $71 | $129-44.9% | $12,068-99.4% | $292-75.6% |