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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,433 |
THE PFE GROUP4+ years Filed as: THE PFE GROUP, INC. Service code 26 · EIN 71-1036677 | Advisory (Participants) | $3,000 |
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 | $114,107 | $58,083+96.5% | $80,019+42.6% | $56,287+102.7% |
| Participation rate | 97.1% | 73.6%+23.5pp | 75.8%+21.3pp | 69.9%+27.2pp |
| Annual return | -4.44% | 34.61%-39.0pp | 11.22%-15.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $6,886 | $1,932+256.4% | $2,468+179.0% | $2,111+226.2% |
| Participant deferral / active EE | $3,065 | $3,135-2.2% | $3,686-16.8% | $3,350-8.5% |
| Admin fee / account holder | $179 | $623-71.2% | $6,521-97.3% | $521-65.6% |