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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,485 | $37,213+70.6% | $156,549-59.4% | $63,975-0.8% |
| Participation rate | 99.8% | 65.0%+34.8pp | 84.0%+15.8pp | 71.1%+28.7pp |
| Annual return | 8.87% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,566 | $1,357+162.8% | $5,501-35.2% | $2,182+63.5% |
| Participant deferral / active EE | $3,227 | $2,070+55.9% | $4,871-33.8% | $3,356-3.9% |
| Admin fee / account holder | $8 | $56-86.0% | $13,027-99.9% | $70-88.8% |