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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,560,605 |
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 | $226,258 | $122,602+84.5% | $177,821+27.2% | $93,223+142.7% |
| Participation rate | 96.7% | 91.3%+5.4pp | 87.7%+9.0pp | 74.9%+21.8pp |
| Annual return | 13.49% | 22.53%-9.0pp | 48.32%-34.8pp | 19.29%-5.8pp |
| Employer contribution / active EE | $10,772 | $4,338+148.3% | $5,918+82.0% | $2,680+302.0% |
| Participant deferral / active EE | $9,703 | $7,134+36.0% | $7,714+25.8% | $4,563+112.6% |
| Admin fee / account holder | $114 | $62+85.2% | $12,427-99.1% | $79+44.1% |