Filed July 24, 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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,645 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,760 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,127 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,850 | $60,323+87.1% | $81,812+37.9% | $74,495+51.5% |
| Participation rate | 92.9% | 62.9%+30.0pp | 72.3%+20.5pp | 67.2%+25.7pp |
| Annual return | 15.53% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5 | $2,620-99.8% | $2,912-99.8% | $2,623-99.8% |
| Participant deferral / active EE | $13,480 | $3,387+297.9% | $4,319+212.1% | $4,346+210.2% |
| Admin fee / account holder | $321 | $1,486-78.4% | $7,386-95.7% | $1,942-83.5% |