Filed December 21, 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 | $63,399 |
THE PFE GROUP1+ years Filed as: THE PFE GROUP, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $37,013 |
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 | $137,528 | $62,324+120.7% | $68,509+100.7% | $55,191+149.2% |
| Participation rate | 97.8% | 78.9%+18.9pp | 74.7%+23.0pp | 69.2%+28.6pp |
| Annual return | -0.47% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $7,966 | $2,223+258.4% | $2,278+249.7% | $1,899+319.5% |
| Participant deferral / active EE | $8,640 | $3,425+152.3% | $3,382+155.5% | $3,046+183.6% |
| Admin fee / account holder | $135 | $91+47.7% | $5,275-97.4% | $91+48.7% |