Filed April 21, 2010 (most recent of 3 filings on file)
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $372,744 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,758 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,983 | $122,186+75.1% | $146,958+45.6% | $199,593+7.2% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 14.64% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $8,964 | $4,093+119.0% | $4,933+81.7% | $3,034+195.4% |
| Participant deferral / active EE | $12,727 | $8,502+49.7% | $8,070+57.7% | $5,087+150.2% |
| Admin fee / account holder | $107 | $179-39.9% | $12,998-99.2% | $269-60.0% |