Filed December 1, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,005 |
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 | $98,620 | $65,263+51.1% | $90,223+9.3% | $55,191+78.7% |
| Participation rate | 98.6% | 79.0%+19.6pp | 79.0%+19.6pp | 69.2%+29.5pp |
| Annual return | 0.97% | 2.81%-1.8pp | 1.31%-0.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,578 | $4,153+10.2% | $4,378+4.6% | $1,899+141.1% |
| Participant deferral / active EE | $5,861 | $5,564+5.3% | $5,792+1.2% | $3,046+92.4% |
| Admin fee / account holder | $4 | $116-96.5% | $7,406-99.9% | $91-95.6% |