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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,400,946 |
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 | $196,442 | $110,760+77.4% | $162,163+21.1% | $82,204+139.0% |
| Participation rate | 96.9% | 92.7%+4.2pp | 87.6%+9.3pp | 73.4%+23.5pp |
| Annual return | 20.84% | 22.97%-2.1pp | 115.59%-94.8pp | 26.31%-5.5pp |
| Employer contribution / active EE | $10,433 | $4,437+135.1% | $5,614+85.8% | $2,707+285.4% |
| Participant deferral / active EE | $9,301 | $6,652+39.8% | $7,298+27.4% | $4,246+119.1% |
| Admin fee / account holder | $101 | $65+54.5% | $10,843-99.1% | $76+33.1% |