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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,433 |
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 | $143,563 | $66,310+116.5% | $93,606+53.4% | $65,185+120.2% |
| Participation rate | 98.5% | 74.0%+24.5pp | 75.8%+22.7pp | 70.2%+28.3pp |
| Annual return | 18.10% | 42.58%-24.5pp | 32.76%-14.7pp | 29.38%-11.3pp |
| Employer contribution / active EE | $7,354 | $2,012+265.5% | $2,718+170.6% | $2,177+237.9% |
| Participant deferral / active EE | $3,598 | $3,342+7.7% | $4,069-11.6% | $3,514+2.4% |
| Admin fee / account holder | $222 | $6,897-96.8% | $7,888-97.2% | $847-73.8% |