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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $427,799 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $163,584 |
PARALLEL ADVISORS LLC1 year Service code 51 · EIN 20-4420591 | Investment Mgmt Fees | $29,289 |
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 | $77,783 | $50,127+55.2% | $149,673-48.0% | $80,160-3.0% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.5pp |
| Annual return | 19.04% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.3pp |
| Employer contribution / active EE | $3,953 | $1,865+112.0% | $4,818-18.0% | $2,978+32.7% |
| Participant deferral / active EE | $6,000 | $3,194+87.9% | $5,680+5.6% | $5,017+19.6% |
| Admin fee / account holder | $109 | $153-28.4% | $13,210-99.2% | $145-24.5% |