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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,673 |
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 | $123,634 | $64,457+91.8% | $111,392+11.0% | $55,725+121.9% |
| Participation rate | 97.8% | 79.7%+18.1pp | 78.9%+18.9pp | 70.9%+26.9pp |
| Annual return | -3.31% | -19.97%+16.7pp | -2.06%-1.3pp | 244.93%-248.2pp |
| Employer contribution / active EE | $4,702 | $3,956+18.9% | $4,328+8.7% | $2,078+126.3% |
| Participant deferral / active EE | $6,251 | $5,219+19.8% | $5,567+12.3% | $3,356+86.3% |
| Admin fee / account holder | $4 | $112-96.1% | $12,266-100.0% | $115-96.2% |