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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $451,838 |
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 | $78,548 | $56,095+40.0% | $178,490-56.0% | $90,288-13.0% |
| Participation rate | 93.2% | 65.6%+27.7pp | 81.9%+11.3pp | 73.4%+19.9pp |
| Annual return | 15.42% | 28.81%-13.4pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $2,514 | $1,572+59.9% | $5,011-49.8% | $2,524-0.4% |
| Participant deferral / active EE | $4,724 | $2,669+77.0% | $5,202-9.2% | $4,232+11.6% |
| Admin fee / account holder | $103 | $101+2.1% | $13,984-99.3% | $114-9.9% |