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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,065 |
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 | $183,723 | $92,303+99.0% | $152,466+20.5% | $86,799+111.7% |
| Participation rate | 94.2% | 81.1%+13.2pp | 78.2%+16.0pp | 72.3%+21.9pp |
| Annual return | 15.86% | 531.69%-515.8pp | 757.33%-741.5pp | 97.91%-82.0pp |
| Employer contribution / active EE | $4,625 | $3,748+23.4% | $4,327+6.9% | $2,405+92.3% |
| Participant deferral / active EE | $6,439 | $5,599+15.0% | $5,820+10.6% | $4,131+55.9% |
| Admin fee / account holder | $16 | $150-89.0% | $15,805-99.9% | $170-90.3% |