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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,905 |
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 | $168,426 | $94,621+78.0% | $138,135+21.9% | $73,409+129.4% |
| Participation rate | 94.5% | 83.4%+11.1pp | 78.7%+15.8pp | 72.2%+22.4pp |
| Annual return | 15.44% | 16.57%-1.1pp | 20.51%-5.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $5,502 | $4,410+24.8% | $5,587-1.5% | $2,234+146.3% |
| Participant deferral / active EE | $7,579 | $6,199+22.3% | $6,431+17.8% | $3,805+99.2% |
| Admin fee / account holder | $17 | $140-87.9% | $11,856-99.9% | $158-89.2% |