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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,819 |
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 | $131,091 | $72,448+80.9% | $118,746+10.4% | $69,631+88.3% |
| Participation rate | 98.6% | 79.7%+18.9pp | 78.3%+20.3pp | 70.7%+27.9pp |
| Annual return | 17.06% | 19.06%-2.0pp | 24.54%-7.5pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,709 | $3,771+24.9% | $4,193+12.3% | $2,032+131.7% |
| Participant deferral / active EE | $6,320 | $4,943+27.9% | $5,332+18.5% | $3,224+96.0% |
| Admin fee / account holder | $4 | $99-95.8% | $10,720-100.0% | $110-96.2% |