Filed November 21, 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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $26,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,012 | $58,083+370.0% | $80,019+241.2% | $56,287+385.0% |
| Participation rate | 97.7% | 73.6%+24.1pp | 75.8%+21.8pp | 69.9%+27.8pp |
| Annual return | -3.86% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $9,368 | $1,932+384.9% | $2,468+279.6% | $2,111+343.8% |
| Participant deferral / active EE | $11,642 | $3,135+271.4% | $3,686+215.9% | $3,350+247.6% |
| Admin fee / account holder | $123 | $623-80.3% | $6,521-98.1% | $521-76.4% |