Filed July 15, 2010
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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $383,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,123 | $112,134+152.5% | $149,718+89.1% | $80,976+249.6% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.1%+12.8pp | 68.3%+31.7pp |
| Annual return | 19.99% | 17.23%+2.8pp | 1501.63%-1481.6pp | 22.91%-2.9pp |
| Employer contribution / active EE | $11,083 | $3,991+177.7% | $5,445+103.5% | $2,402+361.3% |
| Participant deferral / active EE | $7,208 | $6,036+19.4% | $6,569+9.7% | $3,848+87.3% |
| Admin fee / account holder | $16 | $109-85.6% | $11,283-99.9% | $67-76.7% |