Filed October 31, 2011 (most recent of 3 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,998,242 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,838 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $79,104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,157 | $106,382+26.1% | $136,007-1.4% | $106,382+26.1% |
| Participation rate | 97.5% | 69.9%+27.6pp | 76.5%+21.0pp | 69.9%+27.6pp |
| Annual return | 15.88% | 17.37%-1.5pp | 579.32%-563.4pp | 17.37%-1.5pp |
| Employer contribution / active EE | $4,468 | $3,364+32.8% | $4,217+6.0% | $3,364+32.8% |
| Participant deferral / active EE | $7,429 | $5,569+33.4% | $7,025+5.7% | $5,569+33.4% |
| Admin fee / account holder | $53 | $79-33.1% | $6,858-99.2% | $79-33.1% |