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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $214,365 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,378 | $127,481+229.8% | $149,696+180.8% | $90,288+365.6% |
| Participation rate | 99.1% | 78.2%+20.8pp | 82.5%+16.6pp | 73.4%+25.7pp |
| Annual return | 13.06% | 57.78%-44.7pp | 276.60%-263.5pp | 53.97%-40.9pp |
| Employer contribution / active EE | $16,940 | $3,448+391.3% | $4,644+264.8% | $2,524+571.1% |
| Participant deferral / active EE | $12,967 | $6,975+85.9% | $6,842+89.5% | $4,232+206.4% |
| Admin fee / account holder | $80 | $152-47.4% | $9,309-99.1% | $114-30.0% |