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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $29,839 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $282,705 | $70,908+298.7% | $98,907+185.8% | $73,488+284.7% |
| Participation rate | 98.2% | 73.8%+24.5pp | 76.0%+22.2pp | 70.7%+27.6pp |
| Annual return | 25.44% | 34.17%-8.7pp | 196.43%-171.0pp | 28.51%-3.1pp |
| Employer contribution / active EE | $3,832 | $2,036+88.2% | $2,689+42.5% | $2,270+68.8% |
| Participant deferral / active EE | $11,216 | $3,500+220.5% | $4,244+164.3% | $3,740+199.9% |
| Admin fee / account holder | $104 | $535-80.5% | $6,642-98.4% | $513-79.7% |