Filed June 29, 2012
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $520,321 |
Filed as: LOCKTON INV ADVISORS, LLC Service code 16 · EIN 20-8874282 | Consulting | $62,500 |
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 | $90,304 | $105,247-14.2% | $87,100+3.7% | $77,787+16.1% |
| Participation rate | 87.3% | 85.8%+1.5pp | 76.9%+10.4pp | 73.2%+14.1pp |
| Annual return | 39.33% | 24.52%+14.8pp | 28.19%+11.1pp | 32.57%+6.8pp |
| Employer contribution / active EE | $2,580 | $2,895-10.9% | $2,521+2.3% | $2,504+3.0% |
| Participant deferral / active EE | $4,152 | $5,060-17.9% | $4,049+2.5% | $3,967+4.6% |
| Admin fee / account holder | $117 | $104+12.0% | $7,497-98.4% | $100+17.0% |