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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $399,147 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,500 |
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 | $150,615 | $96,403+56.2% | $93,606+60.9% | $77,787+93.6% |
| Participation rate | 98.7% | 87.6%+11.1pp | 75.8%+22.9pp | 73.2%+25.5pp |
| Annual return | 21.22% | 39.36%-18.1pp | 32.76%-11.5pp | 32.57%-11.4pp |
| Employer contribution / active EE | $6,852 | $3,616+89.5% | $2,718+152.1% | $2,504+173.6% |
| Participant deferral / active EE | $6,763 | $5,341+26.6% | $4,069+66.2% | $3,967+70.5% |
| Admin fee / account holder | $73 | $90-18.0% | $7,888-99.1% | $100-26.7% |