Filed January 11, 2014
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 Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
THE VANGUARD GROUP, INC.4+ years Service code 60 | Sub-TA Fees | $0 |
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 | $181,409 | $75,388+140.6% | $123,544+46.8% | $55,725+225.5% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.3%+14.4pp | 70.9%+25.8pp |
| Annual return | -4.45% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,387 | $3,063+43.2% | $4,628-5.2% | $2,078+111.1% |
| Participant deferral / active EE | $9,454 | $5,651+67.3% | $6,426+47.1% | $3,356+181.7% |
| Admin fee / account holder | $2 | $120-98.0% | $9,284-100.0% | $115-98.0% |