Filed January 4, 2012 (most recent of 4 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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,661,000 |
DODGE & COX1+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,484 | $85,590-3.6% | $73,307+12.5% | $69,651+18.4% |
| Participation rate | 66.9% | 78.5%-11.6pp | 74.9%-8.0pp | 66.6%+0.3pp |
| Annual return | 1.68% | 29.41%-27.7pp | 5.67%-4.0pp | 53.77%-52.1pp |
| Employer contribution / active EE | $1,433 | $2,537-43.5% | $3,237-55.7% | $2,241-36.1% |
| Participant deferral / active EE | $3,776 | $5,237-27.9% | $4,991-24.4% | $3,635+3.9% |
| Admin fee / account holder | $42 | $72-41.2% | $5,637-99.2% | $63-33.0% |