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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $636,298 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $461,715 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,531 | $119,153+71.7% | $151,611+34.9% | $78,044+162.1% |
| Participation rate | 96.3% | 92.5%+3.8pp | 87.5%+8.8pp | 74.4%+21.9pp |
| Annual return | -14.31% | -10.83%-3.5pp | 3.33%-17.6pp | 10.87%-25.2pp |
| Employer contribution / active EE | $10,857 | $5,298+104.9% | $6,166+76.1% | $3,125+247.5% |
| Participant deferral / active EE | $10,008 | $8,624+16.0% | $8,363+19.7% | $5,084+96.8% |
| Admin fee / account holder | $75 | $69+9.1% | $11,616-99.4% | $79-4.9% |