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 6-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 | $33,177 |
THE PFE GROUP1+ years Filed as: THE PFE GROUP, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $25,671 |
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 | $58,290 | $53,412+9.1% | $68,509-14.9% | $52,331+11.4% |
| Participation rate | 91.3% | 71.7%+19.7pp | 74.7%+16.6pp | 68.1%+23.2pp |
| Annual return | 2.10% | 3.42%-1.3pp | 8.27%-6.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $7,739 | $1,607+381.5% | $2,278+239.8% | $1,882+311.3% |
| Participant deferral / active EE | $4,368 | $2,688+62.5% | $3,382+29.1% | $3,022+44.5% |
| Admin fee / account holder | $176 | $461-61.8% | $5,275-96.7% | $592-70.2% |