Filed June 10, 2011 (most recent of 2 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $226,388 |
Service code 99 | Other Fees | $0 |
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 | $121,821 | $57,610+111.5% | $154,803-21.3% | $102,872+18.4% |
| Participation rate | 98.0% | 59.5%+38.6pp | 78.1%+20.0pp | 73.0%+25.0pp |
| Annual return | 16.96% | 30.49%-13.5pp | 58.88%-41.9pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,388 | $1,883+26.8% | $4,305-44.5% | $3,526-32.3% |
| Participant deferral / active EE | $5,642 | $2,914+93.6% | $5,540+1.8% | $5,535+1.9% |
| Admin fee / account holder | $94 | $368-74.5% | $14,329-99.3% | $292-68.0% |