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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,563 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,529 | $88,324-28.1% | $115,037-44.8% | $55,191+15.1% |
| Participation rate | 93.0% | 72.5%+20.5pp | 81.4%+11.7pp | 69.2%+23.9pp |
| Annual return | -3.41% | 6.30%-9.7pp | 26.14%-29.5pp | 10.78%-14.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $12,796 | $5,042+153.8% | $6,026+112.3% | $3,046+320.0% |
| Admin fee / account holder | $44 | $105-58.2% | $8,175-99.5% | $91-51.5% |