Filed November 8, 2011
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $337,225 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $206,641 |
PARALLEL ADVISORS LLC2 years Service code 51 · EIN 20-4420591 | Investment Mgmt Fees | $140,172 |
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 | $88,417 | $53,199+66.2% | $155,567-43.2% | $199,768-55.7% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 14.11% | 41.17%-27.1pp | 64.74%-50.6pp | 34.26%-20.2pp |
| Employer contribution / active EE | $4,277 | $1,852+130.9% | $4,674-8.5% | $3,037+40.9% |
| Participant deferral / active EE | $6,276 | $3,163+98.4% | $5,628+11.5% | $5,090+23.3% |
| Admin fee / account holder | $119 | $186-35.9% | $15,916-99.3% | $269-55.8% |