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.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $374,069 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $26,593 |
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 | $170,359 | $105,247+61.9% | $87,100+95.6% | $77,787+119.0% |
| Participation rate | 87.3% | 85.8%+1.5pp | 76.9%+10.4pp | 73.2%+14.0pp |
| Annual return | 20.57% | 24.52%-3.9pp | 28.19%-7.6pp | 32.57%-12.0pp |
| Employer contribution / active EE | $6,278 | $2,895+116.9% | $2,521+149.0% | $2,504+150.7% |
| Participant deferral / active EE | $5,538 | $5,060+9.4% | $4,049+36.8% | $3,967+39.6% |
| Admin fee / account holder | $89 | $104-15.0% | $7,497-98.8% | $100-11.2% |