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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $637,454 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $113,737 |
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 | $239,904 | $129,756+84.9% | $169,993+41.1% | $103,482+131.8% |
| Participation rate | 96.0% | 91.3%+4.7pp | 87.0%+9.0pp | 73.3%+22.7pp |
| Annual return | 17.21% | 20.17%-3.0pp | 53.37%-36.2pp | 33.11%-15.9pp |
| Employer contribution / active EE | $11,643 | $5,236+122.4% | $6,785+71.6% | $3,208+263.0% |
| Participant deferral / active EE | $10,989 | $8,283+32.7% | $10,408+5.6% | $5,207+111.0% |
| Admin fee / account holder | $51 | $73-30.7% | $12,815-99.6% | $114-55.7% |