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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $217,276 | $95,274+128.1% | $135,903+59.9% | $74,419+192.0% |
| Participation rate | 96.6% | 78.2%+18.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 26.64% | 32.77%-6.1pp | 68.23%-41.6pp | 34.38%-7.7pp |
| Employer contribution / active EE | $4 | $3,874-99.9% | $4,856-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $18,790 | $7,782+141.5% | $7,758+142.2% | $4,528+315.0% |
| Admin fee / account holder | $32 | $266-88.0% | $10,762-99.7% | $348-90.8% |