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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,107,840 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $681,465 |
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 | $253,010 | $136,780+85.0% | $189,513+33.5% | $101,517+149.2% |
| Participation rate | 96.2% | 90.9%+5.3pp | 87.8%+8.4pp | 74.6%+21.7pp |
| Annual return | 12.72% | 37.00%-24.3pp | 555.15%-542.4pp | 21.00%-8.3pp |
| Employer contribution / active EE | $10,923 | $4,857+124.9% | $6,162+77.3% | $2,973+267.4% |
| Participant deferral / active EE | $10,084 | $7,572+33.2% | $8,221+22.7% | $4,873+106.9% |
| Admin fee / account holder | $131 | $64+104.6% | $12,045-98.9% | $139-5.9% |