Filed August 8, 2012
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,386 |
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 | $242,875 | $104,475+132.5% | $159,436+52.3% | $79,386+205.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 32.41% | 67.95%-35.5pp | 263.57%-231.2pp | 116.85%-84.4pp |
| Employer contribution / active EE | $12,360 | $3,417+261.8% | $4,829+155.9% | $2,427+409.2% |
| Participant deferral / active EE | $8,857 | $6,467+36.9% | $7,352+20.5% | $4,046+118.9% |
| Admin fee / account holder | $33 | $711-95.3% | $10,799-99.7% | $626-94.7% |