Filed June 7, 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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $624,256 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $170,002 |
Service code 99 · EIN 94-1737782 | Other Fees | $6,219 |
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 | $256,742 | $145,516+76.4% | $184,203+39.4% | $99,062+159.2% |
| Participation rate | 95.4% | 90.3%+5.2pp | 86.8%+8.6pp | 71.6%+23.8pp |
| Annual return | 12.29% | 21.23%-8.9pp | 28.81%-16.5pp | 17.66%-5.4pp |
| Employer contribution / active EE | $11,522 | $5,354+115.2% | $6,427+79.3% | $3,262+253.2% |
| Participant deferral / active EE | $10,957 | $8,423+30.1% | $9,131+20.0% | $5,331+105.5% |
| Admin fee / account holder | $53 | $78-32.3% | $13,901-99.6% | $109-51.7% |