Filed May 1, 2015
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,010 |
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 | $586,680 | $95,918+511.6% | $151,611+287.0% | $77,904+653.1% |
| Participation rate | 98.8% | 88.7%+10.0pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -13.32% | -5.50%-7.8pp | 3.33%-16.6pp | 12.21%-25.5pp |
| Employer contribution / active EE | $22,113 | $4,330+410.6% | $6,166+258.6% | $2,848+676.5% |
| Participant deferral / active EE | $13,028 | $7,508+73.5% | $8,363+55.8% | $4,806+171.1% |
| Admin fee / account holder | $20 | $93-79.1% | $11,616-99.8% | $133-85.3% |