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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,346 |
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 | $83,001 | $53,412+55.4% | $68,509+21.2% | $52,331+58.6% |
| Participation rate | 94.3% | 71.7%+22.7pp | 74.7%+19.6pp | 68.1%+26.2pp |
| Annual return | -0.06% | 3.42%-3.5pp | 8.27%-8.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $3,976 | $1,607+147.4% | $2,278+74.5% | $1,882+111.3% |
| Participant deferral / active EE | $2,629 | $2,688-2.2% | $3,382-22.3% | $3,022-13.0% |
| Admin fee / account holder | $78 | $461-83.1% | $5,275-98.5% | $592-86.9% |