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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,888 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,600 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,977 | $79,428+280.2% | $106,548+183.4% | $79,386+280.4% |
| Participation rate | 97.4% | 74.1%+23.3pp | 76.1%+21.3pp | 70.7%+26.7pp |
| Annual return | 14.58% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $7,723 | $2,234+245.7% | $2,819+174.0% | $2,427+218.2% |
| Participant deferral / active EE | $12,226 | $3,823+219.8% | $4,398+178.0% | $4,046+202.2% |
| Admin fee / account holder | $123 | $523-76.5% | $7,407-98.3% | $626-80.4% |