Filed October 9, 2009 (most recent of 4 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) | $630,057 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $161,845 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $237,223 | $148,970+59.2% | $136,007+74.4% | $199,593+18.9% |
| Participation rate | 97.0% | 79.4%+17.6pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 11.81% | 27.07%-15.3pp | 579.32%-567.5pp | 34.25%-22.4pp |
| Employer contribution / active EE | $3,205 | $3,561-10.0% | $4,217-24.0% | $3,034+5.6% |
| Participant deferral / active EE | $9,137 | $6,140+48.8% | $7,025+30.1% | $5,087+79.6% |
| Admin fee / account holder | $125 | $144-13.4% | $6,858-98.2% | $269-53.7% |