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 INVESTMENTS4+ years Filed as: ADVISER INVESTMENTS, INC. Service code 26 · EIN 04-3250991 | Advisory (Participants) | $129,257 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,319 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,903 | $43,999+486.2% | $79,464+224.6% | $55,725+362.8% |
| Participation rate | 97.5% | 66.9%+30.6pp | 73.3%+24.2pp | 70.9%+26.7pp |
| Annual return | -3.82% | 1.81%-5.6pp | 718.14%-722.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $617 | $1,830-66.3% | $2,800-78.0% | $2,078-70.3% |
| Participant deferral / active EE | $10,180 | $2,538+301.1% | $3,704+174.9% | $3,356+203.4% |
| Admin fee / account holder | $272 | $118+131.7% | $5,113-94.7% | $115+136.5% |