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.5+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $254,376 |
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 | $321,926 | $121,259+165.5% | $162,163+98.5% | $89,569+259.4% |
| Participation rate | 99.9% | 90.0%+9.9pp | 87.6%+12.4pp | 69.6%+30.3pp |
| Annual return | 23.33% | 22.23%+1.1pp | 115.59%-92.3pp | 34.56%-11.2pp |
| Employer contribution / active EE | $12,845 | $4,435+189.6% | $5,614+128.8% | $2,584+397.0% |
| Participant deferral / active EE | $8,412 | $6,620+27.1% | $7,298+15.3% | $4,220+99.3% |
| Admin fee / account holder | $12 | $101-88.4% | $10,843-99.9% | $72-83.7% |