Filed April 18, 2013 (most recent of 2 filings on file)
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 10-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 | $122,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,494 | $85,635+268.4% | $123,892+154.7% | $63,975+393.2% |
| Participation rate | 98.3% | 74.9%+23.4pp | 81.4%+16.9pp | 71.1%+27.2pp |
| Annual return | 9.02% | 15.74%-6.7pp | 47.52%-38.5pp | 48.65%-39.6pp |
| Employer contribution / active EE | $14,728 | $3,076+378.7% | $4,617+219.0% | $2,182+575.1% |
| Participant deferral / active EE | $11,070 | $5,667+95.3% | $5,984+85.0% | $3,356+229.8% |
| Admin fee / account holder | $51 | $75-32.3% | $8,357-99.4% | $70-28.0% |