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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $90,856 |
ADVISER INVESTMENTS4 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $65,480 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,083 |
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 | $332,075 | $52,208+536.1% | $86,612+283.4% | $74,419+346.2% |
| Participation rate | 97.3% | 66.3%+31.0pp | 71.7%+25.6pp | 70.7%+26.6pp |
| Annual return | 15.73% | 44.46%-28.7pp | 591.07%-575.3pp | 34.38%-18.6pp |
| Employer contribution / active EE | $636 | $2,282-72.1% | $3,022-79.0% | $2,637-75.9% |
| Participant deferral / active EE | $12,699 | $3,383+275.4% | $4,438+186.2% | $4,528+180.4% |
| Admin fee / account holder | $250 | $319-21.6% | $5,614-95.5% | $348-28.2% |