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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,623 |
THE PFE GROUP3+ years Filed as: THE PFE GROUP, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $4,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,144 | $63,299+83.5% | $91,001+27.6% | $62,292+86.4% |
| Participation rate | 94.9% | 73.3%+21.6pp | 75.6%+19.3pp | 69.5%+25.4pp |
| Annual return | -27.51% | 20.99%-48.5pp | 4.60%-32.1pp | 28.90%-56.4pp |
| Employer contribution / active EE | $12,657 | $1,807+600.5% | $2,456+415.4% | $2,042+519.8% |
| Participant deferral / active EE | $10,180 | $2,943+246.0% | $3,547+187.0% | $3,169+221.2% |
| Admin fee / account holder | $300 | $468-35.9% | $5,417-94.5% | $479-37.5% |