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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,983 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,784 |
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 | $331,104 | $78,485+321.9% | $106,213+211.7% | $74,495+344.5% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.3pp | 67.2%+30.3pp |
| Annual return | 12.60% | 15.95%-3.4pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $9,345 | $2,523+270.4% | $3,171+194.7% | $2,623+256.3% |
| Participant deferral / active EE | $14,863 | $4,322+243.9% | $5,016+196.3% | $4,346+242.0% |
| Admin fee / account holder | $176 | $2,232-92.1% | $11,033-98.4% | $1,942-90.9% |