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.6+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $270,855 |
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 | $364,027 | $139,268+161.4% | $177,821+104.7% | $106,222+242.7% |
| Participation rate | 99.9% | 91.6%+8.3pp | 87.7%+12.1pp | 70.8%+29.1pp |
| Annual return | 16.07% | 17.20%-1.1pp | 48.32%-32.3pp | 21.69%-5.6pp |
| Employer contribution / active EE | $14,302 | $4,832+196.0% | $5,918+141.7% | $2,723+425.1% |
| Participant deferral / active EE | $9,600 | $7,227+32.8% | $7,714+24.5% | $4,600+108.7% |
| Admin fee / account holder | $12 | $97-87.6% | $12,427-99.9% | $78-84.6% |