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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $377,695 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,635 |
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 | $81,422 | $67,512+20.6% | $185,823-56.2% | $93,030-12.5% |
| Participation rate | 96.5% | 67.1%+29.4pp | 81.7%+14.8pp | 73.9%+22.6pp |
| Annual return | 20.91% | 21.04%-0.1pp | 122.05%-101.1pp | 158.70%-137.8pp |
| Employer contribution / active EE | $3,220 | $1,783+80.6% | $5,167-37.7% | $2,706+19.0% |
| Participant deferral / active EE | $5,295 | $3,035+74.4% | $5,568-4.9% | $4,562+16.1% |
| Admin fee / account holder | $102 | $318-68.0% | $16,237-99.4% | $152-32.9% |