Filed February 23, 2011
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $323,730 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $101,606 |
EQUITABLE ADVISORS LLC5 years Service code 16 · EIN 13-4071393 | Consulting | $32,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,355 | $2,679,533-98.0% | $164,813-68.2% | $199,593-73.8% |
| Participation rate | 87.2% | 78.3%+8.9pp | 78.6%+8.6pp | 72.0%+15.2pp |
| Annual return | 16.33% | 17.93%-1.6pp | 69.93%-53.6pp | 34.25%-17.9pp |
| Employer contribution / active EE | $3,252 | $2,970+9.5% | $4,341-25.1% | $3,034+7.2% |
| Participant deferral / active EE | $3,109 | $5,010-37.9% | $6,031-48.5% | $5,087-38.9% |
| Admin fee / account holder | $98 | $1,982-95.1% | $12,690-99.2% | $269-63.7% |