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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,362 |
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 | $105,696 | $67,411+56.8% | $91,001+16.1% | $70,131+50.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.99% | -40.16%+59.2pp | 4.60%+14.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $6,109 | $1,786+242.1% | $2,456+148.8% | $2,342+160.8% |
| Participant deferral / active EE | $5,283 | $2,823+87.2% | $3,547+48.9% | $3,332+58.6% |
| Admin fee / account holder | $94 | $4,236-97.8% | $5,417-98.3% | $4,645-98.0% |