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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $176,508 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,139 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,080 | $136,266-4.5% | $90,749+43.3% | $77,904+67.0% |
| Participation rate | 98.5% | 86.6%+11.8pp | 75.7%+22.8pp | 73.7%+24.8pp |
| Annual return | -14.40% | -11.32%-3.1pp | -12.16%-2.2pp | 12.21%-26.6pp |
| Employer contribution / active EE | $7,691 | $4,215+82.5% | $2,921+163.3% | $2,848+170.1% |
| Participant deferral / active EE | $7,513 | $6,353+18.3% | $4,564+64.6% | $4,806+56.3% |
| Admin fee / account holder | $37 | $399-90.6% | $8,445-99.6% | $133-71.7% |