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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,935 |
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 | $178,975 | $82,202+117.7% | $125,339+42.8% | $64,808+176.2% |
| Participation rate | 93.3% | 77.9%+15.5pp | 82.4%+11.0pp | 71.5%+21.9pp |
| Annual return | -1.57% | 3.48%-5.0pp | 572.05%-573.6pp | 32.82%-34.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $15,687 | $7,175+118.6% | $7,446+110.7% | $4,310+263.9% |
| Admin fee / account holder | $49 | $163-69.9% | $10,010-99.5% | $188-73.9% |