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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,065 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $74,296 |
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 | $425,944 | $107,459+296.4% | $135,903+213.4% | $80,160+431.4% |
| Participation rate | 98.7% | 78.0%+20.7pp | 81.9%+16.8pp | 72.9%+25.8pp |
| Annual return | 15.48% | 91.91%-76.4pp | 68.23%-52.8pp | 40.38%-24.9pp |
| Employer contribution / active EE | $20,973 | $3,877+440.9% | $4,856+331.9% | $2,978+604.3% |
| Participant deferral / active EE | $16,443 | $8,195+100.7% | $7,758+112.0% | $5,017+227.7% |
| Admin fee / account holder | $59 | $127-53.3% | $10,762-99.4% | $145-59.1% |