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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $371,335 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LLC Service code 14 · EIN 13-3575636 | Plan Administrator | $120,193 |
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 | $127,375 | $88,730+43.6% | $82,313+54.7% | $77,958+63.4% |
| Participation rate | 98.8% | 84.5%+14.2pp | 76.9%+21.9pp | 71.6%+27.1pp |
| Annual return | 18.98% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $6,248 | $2,758+126.5% | $2,428+157.3% | $2,310+170.4% |
| Participant deferral / active EE | $7,071 | $4,634+52.6% | $3,706+90.8% | $3,537+99.9% |
| Admin fee / account holder | $111 | $74+50.0% | $5,608-98.0% | $97+14.0% |