Filed February 29, 2012 (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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,705 |
Filed as: DAVIS GRAHAM AND STUBBS Service code 29 · EIN 84-0421951 | Legal | $83,081 |
SAMET & COMPANY PC1 year Filed as: SAMET & CO PC Service code 29 · EIN 04-3027605 | Legal | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,705 | $105,190-34.7% | $98,907-30.5% | $90,288-23.9% |
| Participation rate | 82.9% | 86.4%-3.4pp | 76.0%+6.9pp | 73.4%+9.6pp |
| Annual return | 12.07% | 18.52%-6.5pp | 196.43%-184.4pp | 53.97%-41.9pp |
| Employer contribution / active EE | $2,331 | $3,831-39.1% | $2,689-13.3% | $2,524-7.6% |
| Participant deferral / active EE | $3,349 | $5,616-40.4% | $4,244-21.1% | $4,232-20.9% |
| Admin fee / account holder | $145 | $97+49.2% | $6,642-97.8% | $114+27.3% |