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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $353,166 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,684 | $90,410+64.5% | $91,001+63.4% | $77,958+90.7% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.7pp |
| Annual return | 16.74% | 21.34%-4.6pp | 4.60%+12.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $6,606 | $3,392+94.8% | $2,456+169.0% | $2,310+185.9% |
| Participant deferral / active EE | $6,640 | $4,816+37.9% | $3,547+87.2% | $3,537+87.7% |
| Admin fee / account holder | $73 | $79-8.0% | $5,417-98.7% | $97-25.4% |