Filed October 22, 2010 (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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $725,200 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $403,146 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,575 | $110,299+140.8% | $102,423+159.3% | $199,593+33.1% |
| Participation rate | 98.6% | 86.3%+12.3pp | 76.5%+22.1pp | 72.0%+26.6pp |
| Annual return | 12.41% | 35.73%-23.3pp | 29.32%-16.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $7,910 | $3,603+119.5% | $3,023+161.6% | $3,034+160.7% |
| Participant deferral / active EE | $12,773 | $6,376+100.3% | $5,053+152.8% | $5,087+151.1% |
| Admin fee / account holder | $143 | $122+16.8% | $9,451-98.5% | $269-46.9% |