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 | $83,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,123 | $100,801+58.9% | $149,696+7.0% | $73,409+118.1% |
| Participation rate | 95.4% | 77.7%+17.7pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 22.72% | 265.34%-242.6pp | 276.60%-253.9pp | 59.29%-36.6pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $14,371 | $6,404+124.4% | $6,842+110.0% | $3,805+277.6% |
| Admin fee / account holder | $68 | $181-62.3% | $9,309-99.3% | $158-56.9% |