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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,689,627 |
DODGE & COX2+ 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.
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 | $91,041 | $86,496+5.3% | $80,975+12.4% | $329,111-72.3% |
| Participation rate | 60.7% | 80.0%-19.3pp | 75.8%-15.1pp | 67.9%-7.2pp |
| Annual return | 13.89% | 20.13%-6.2pp | 17.10%-3.2pp | 16.35%-2.5pp |
| Employer contribution / active EE | $1,354 | $2,395-43.5% | $3,714-63.6% | $2,303-41.2% |
| Participant deferral / active EE | $3,608 | $5,350-32.6% | $5,696-36.7% | $3,682-2.0% |
| Admin fee / account holder | $41 | $69-40.7% | $5,516-99.3% | $754-94.5% |