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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,608 |
THE PFE GROUP2+ years Filed as: THE PFE GROUP, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $9,447 |
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 | $65,818 | $56,629+16.2% | $77,999-15.6% | $55,167+19.3% |
| Participation rate | 93.5% | 73.3%+20.2pp | 75.5%+18.0pp | 69.0%+24.5pp |
| Annual return | 7.04% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,258 | $1,723+31.1% | $2,470-8.6% | $1,963+15.1% |
| Participant deferral / active EE | $2,935 | $2,777+5.7% | $3,497-16.1% | $3,054-3.9% |
| Admin fee / account holder | $126 | $467-72.9% | $5,480-97.7% | $504-75.0% |