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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,884 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,675 |
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 | $279,335 | $71,516+290.6% | $98,439+183.8% | $71,457+290.9% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+23.9pp | 67.9%+31.1pp |
| Annual return | 19.54% | 32.41%-12.9pp | 21.16%-1.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $10,356 | $2,399+331.7% | $3,048+239.8% | $2,588+300.2% |
| Participant deferral / active EE | $15,482 | $4,109+276.8% | $4,738+226.8% | $4,289+261.0% |
| Admin fee / account holder | $134 | $1,675-92.0% | $8,948-98.5% | $1,587-91.6% |