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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $171,298 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,922 |
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 | $143,657 | $104,631+37.3% | $98,439+45.9% | $80,160+79.2% |
| Participation rate | 97.2% | 87.5%+9.7pp | 75.2%+22.1pp | 72.9%+24.3pp |
| Annual return | 16.61% | 34.72%-18.1pp | 21.16%-4.5pp | 40.38%-23.8pp |
| Employer contribution / active EE | $8,502 | $4,517+88.2% | $3,048+179.0% | $2,978+185.5% |
| Participant deferral / active EE | $8,350 | $6,545+27.6% | $4,738+76.2% | $5,017+66.4% |
| Admin fee / account holder | $36 | $105-65.4% | $8,948-99.6% | $145-74.9% |