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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $434,055 |
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 | $69,707 | $47,456+46.9% | $172,739-59.6% | $77,787-10.4% |
| Participation rate | 96.7% | 66.3%+30.4pp | 82.6%+14.0pp | 73.2%+23.4pp |
| Annual return | 23.12% | 35.57%-12.5pp | 802.84%-779.7pp | 32.57%-9.5pp |
| Employer contribution / active EE | $2,642 | $1,574+67.9% | $5,143-48.6% | $2,504+5.5% |
| Participant deferral / active EE | $4,864 | $2,560+90.0% | $5,198-6.4% | $3,967+22.6% |
| Admin fee / account holder | $102 | $81+26.2% | $13,954-99.3% | $100+1.9% |