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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $169,675 |
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 | $363,232 | $96,458+276.6% | $136,294+166.5% | $77,958+365.9% |
| Participation rate | 98.5% | 75.4%+23.1pp | 81.9%+16.5pp | 71.6%+26.8pp |
| Annual return | 17.66% | 23.78%-6.1pp | 5155.94%-5138.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $15,999 | $3,144+408.9% | $4,695+240.7% | $2,310+592.5% |
| Participant deferral / active EE | $11,559 | $5,902+95.8% | $6,247+85.0% | $3,537+226.9% |
| Admin fee / account holder | $71 | $80-11.9% | $9,243-99.2% | $97-27.2% |