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) | $21,324 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,167 | $94,625+86.2% | $116,228+51.6% | $84,808+107.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.45% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,530 | $2,347+135.7% | $2,994+84.7% | $2,631+110.2% |
| Participant deferral / active EE | $6,216 | $3,972+56.5% | $4,953+25.5% | $4,212+47.6% |
| Admin fee / account holder | $188 | $10,091-98.1% | $11,989-98.4% | $7,344-97.4% |