Filed April 15, 2011
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $319,736 |
PACIFIC GLOBAL ADVISORS1+ years Filed as: PACIFIC GLOBAL ADVISORS LLC Service code 16 · EIN 80-0717139 | Consulting | $123,639 |
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 | $108,519 | $71,957+50.8% | $67,652+60.4% | $59,188+83.3% |
| Participation rate | 99.6% | 82.7%+16.9pp | 75.7%+23.9pp | 69.4%+30.2pp |
| Annual return | 0.36% | 8.53%-8.2pp | 6625.04%-6624.7pp | 5.51%-5.1pp |
| Employer contribution / active EE | $6,363 | $2,432+161.7% | $2,266+180.9% | $2,098+203.3% |
| Participant deferral / active EE | $6,815 | $4,211+61.8% | $3,560+91.4% | $3,265+108.7% |
| Admin fee / account holder | $109 | $64+69.7% | $4,821-97.7% | $92+18.1% |