Filed July 1, 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 | $239,922 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,146 | $105,247-30.5% | $87,100-16.0% | $77,787-6.0% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.5pp | 73.2%+23.1pp |
| Annual return | 20.95% | 24.52%-3.6pp | 28.19%-7.2pp | 32.57%-11.6pp |
| Employer contribution / active EE | $1,903 | $2,895-34.3% | $2,521-24.5% | $2,504-24.0% |
| Participant deferral / active EE | $5,675 | $5,060+12.1% | $4,049+40.2% | $3,967+43.0% |
| Admin fee / account holder | $117 | $104+12.5% | $7,497-98.4% | $100+17.4% |