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.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $395,788 |
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 | $262,769 | $96,381+172.6% | $140,016+87.7% | $73,367+258.2% |
| Participation rate | 99.9% | 90.1%+9.8pp | 87.5%+12.4pp | 69.5%+30.4pp |
| Annual return | -4.44% | -4.30%-0.1pp | 651.12%-655.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $11,907 | $4,168+185.7% | $5,606+112.4% | $2,499+376.5% |
| Participant deferral / active EE | $7,754 | $6,186+25.3% | $6,927+11.9% | $4,033+92.3% |
| Admin fee / account holder | $16 | $100-84.4% | $10,705-99.9% | $68-77.2% |