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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $85,786 |
ADVISER INVESTMENTS3 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $75,126 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,614 | $47,722+515.3% | $82,719+255.0% | $64,808+353.1% |
| Participation rate | 97.3% | 67.6%+29.6pp | 72.6%+24.7pp | 71.5%+25.8pp |
| Annual return | -14.01% | -13.05%-1.0pp | 701.18%-715.2pp | 32.82%-46.8pp |
| Employer contribution / active EE | $28 | $2,179-98.7% | $3,009-99.1% | $2,506-98.9% |
| Participant deferral / active EE | $12,265 | $3,329+268.4% | $4,395+179.1% | $4,310+184.6% |
| Admin fee / account holder | $252 | $143+76.1% | $5,329-95.3% | $188+34.0% |