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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,652 |
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 | $203,779 | $104,317+95.3% | $159,436+27.8% | $86,799+134.8% |
| Participation rate | 90.8% | 77.7%+13.1pp | 82.8%+8.0pp | 72.3%+18.5pp |
| Annual return | 38.49% | 26.32%+12.2pp | 263.57%-225.1pp | 97.91%-59.4pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $14,973 | $6,837+119.0% | $7,352+103.7% | $4,131+262.5% |
| Admin fee / account holder | $64 | $172-63.0% | $10,799-99.4% | $170-62.4% |