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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $447,354 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LLC Service code 16 · EIN 13-3575636 | Consulting | $83,000 |
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 | $121,050 | $78,852+53.5% | $76,768+57.7% | $75,289+60.8% |
| Participation rate | 90.9% | 85.0%+5.9pp | 77.0%+13.9pp | 72.4%+18.4pp |
| Annual return | -1.79% | -1.29%-0.5pp | 2.43%-4.2pp | -0.04%-1.7pp |
| Employer contribution / active EE | $7,448 | $2,794+166.5% | $2,485+199.7% | $2,405+209.7% |
| Participant deferral / active EE | $8,074 | $4,800+68.2% | $3,852+109.6% | $3,739+116.0% |
| Admin fee / account holder | $117 | $79+48.0% | $6,675-98.2% | $102+14.3% |