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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,010,448 |
DODGE & COX6+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
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 | $115,482 | $139,618-17.3% | $100,516+14.9% | $106,222+8.7% |
| Participation rate | 86.6% | 83.2%+3.4pp | 79.4%+7.2pp | 70.8%+15.8pp |
| Annual return | 20.41% | 22.24%-1.8pp | 30.89%-10.5pp | 21.69%-1.3pp |
| Employer contribution / active EE | $3,299 | $3,379-2.4% | $3,418-3.5% | $2,723+21.1% |
| Participant deferral / active EE | $6,048 | $8,459-28.5% | $6,270-3.5% | $4,600+31.5% |
| Admin fee / account holder | $37 | $91-59.1% | $8,081-99.5% | $78-52.6% |