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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,541 |
THE PFE GROUP3+ years Filed as: THE PFE GROUP, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $47,163 |
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 | $131,830 | $75,284+75.1% | $91,001+44.9% | $69,631+89.3% |
| Participation rate | 96.3% | 80.4%+15.9pp | 75.6%+20.7pp | 70.7%+25.6pp |
| Annual return | 37.53% | 48.40%-10.9pp | 4.60%+32.9pp | 27571.02%-27533.5pp |
| Employer contribution / active EE | $5,220 | $2,473+111.1% | $2,456+112.6% | $2,032+156.9% |
| Participant deferral / active EE | $5,489 | $3,700+48.4% | $3,547+54.7% | $3,224+70.3% |
| Admin fee / account holder | $121 | $111+9.5% | $5,417-97.8% | $110+9.6% |