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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,729,049 |
DODGE & COX8+ years Service code 64 · EIN 94-1441976 | Recordkeeping Fees | $0 |
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 | $100,253 | $125,578-20.2% | $86,436+16.0% | $89,394+12.1% |
| Participation rate | 90.4% | 86.1%+4.3pp | 80.3%+10.1pp | 71.3%+19.1pp |
| Annual return | -17.41% | -16.42%-1.0pp | 4394.89%-4412.3pp | -11.89%-5.5pp |
| Employer contribution / active EE | $4,050 | $4,137-2.1% | $3,769+7.5% | $3,022+34.0% |
| Participant deferral / active EE | $6,740 | $9,976-32.4% | $6,952-3.0% | $5,123+31.6% |
| Admin fee / account holder | $29 | $94-68.8% | $6,731-99.6% | $79-63.1% |