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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,507 |
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 | $110,145 | $75,388+46.1% | $123,544-10.8% | $55,725+97.7% |
| Participation rate | 91.1% | 75.7%+15.5pp | 82.3%+8.8pp | 70.9%+20.3pp |
| Annual return | 53.94% | 4.48%+49.5pp | 119.20%-65.3pp | 244.93%-191.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $12,646 | $5,651+123.8% | $6,426+96.8% | $3,356+276.9% |
| Admin fee / account holder | $63 | $120-47.0% | $9,284-99.3% | $115-44.9% |