Filed November 15, 2010 (most recent of 4 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $689,005 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $322,687 |
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 | $247,364 | $76,173+224.7% | $81,382+204.0% | $199,593+23.9% |
| Participation rate | 98.5% | 76.3%+22.3pp | 69.5%+29.0pp | 72.0%+26.6pp |
| Annual return | 13.39% | 15.59%-2.2pp | 24.73%-11.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $8,871 | $2,792+217.7% | $2,463+260.2% | $3,034+192.4% |
| Participant deferral / active EE | $10,320 | $4,201+145.6% | $3,883+165.8% | $5,087+102.9% |
| Admin fee / account holder | $139 | $146-4.7% | $5,768-97.6% | $269-48.2% |