Filed July 19, 2010
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 |
|---|---|---|
ADVISER INVESTMENTS1+ years Filed as: ADVISER INVESTMENTS, INC. Service code 26 · EIN 04-3250991 | Advisory (Participants) | $140,355 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,666 |
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 | $239,377 | $38,925+515.0% | $73,843+224.2% | $55,191+333.7% |
| Participation rate | 95.8% | 66.0%+29.7pp | 73.4%+22.3pp | 69.2%+26.6pp |
| Annual return | 0.75% | 6.31%-5.6pp | 2267.84%-2267.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,717 | $1,695+1.3% | $2,787-38.4% | $1,899-9.6% |
| Participant deferral / active EE | $9,408 | $2,351+300.2% | $3,583+162.6% | $3,046+208.8% |
| Admin fee / account holder | $261 | $83+214.6% | $4,880-94.7% | $91+187.1% |