Filed October 4, 2011 (most recent of 5 filings on file)
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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $964,616 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $359,879 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $272,396 | $117,739+131.4% | $116,228+134.4% | $117,739+131.4% |
| Participation rate | 96.8% | 76.6%+20.2pp | 74.6%+22.2pp | 76.6%+20.2pp |
| Annual return | 13.63% | 17.29%-3.7pp | 90.06%-76.4pp | 17.29%-3.7pp |
| Employer contribution / active EE | $9,582 | $3,746+155.8% | $2,994+220.0% | $3,746+155.8% |
| Participant deferral / active EE | $10,688 | $6,128+74.4% | $4,953+115.8% | $6,128+74.4% |
| Admin fee / account holder | $139 | $112+24.2% | $11,989-98.8% | $112+24.2% |