Filed March 15, 2010 (most recent of 6 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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $293,253 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $28,720 |
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 | $144,866 | $78,852+83.7% | $76,768+88.7% | $75,289+92.4% |
| Participation rate | 96.5% | 85.0%+11.5pp | 77.0%+19.5pp | 72.4%+24.0pp |
| Annual return | -2.85% | -1.29%-1.6pp | 2.43%-5.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $6,477 | $2,794+131.8% | $2,485+160.6% | $2,405+169.3% |
| Participant deferral / active EE | $5,545 | $4,800+15.5% | $3,852+44.0% | $3,739+48.3% |
| Admin fee / account holder | $73 | $79-7.3% | $6,675-98.9% | $102-28.4% |