Filed January 12, 2010 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,447 | $82,279+216.5% | $77,999+233.9% | $63,975+307.1% |
| Participation rate | 66.9% | 84.7%-17.8pp | 75.5%-8.6pp | 71.1%-4.2pp |
| Annual return | 104.11% | 11.20%+92.9pp | 425.96%-321.9pp | 48.65%+55.5pp |
| Employer contribution / active EE | $4,929 | $3,297+49.5% | $2,470+99.5% | $2,182+125.9% |
| Participant deferral / active EE | $4,375 | $4,538-3.6% | $3,497+25.1% | $3,356+30.4% |
| Admin fee / account holder | $74 | $81-9.2% | $5,480-98.7% | $70+5.0% |