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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300,653 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 60 | Sub-TA Fees | $0 |
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 | $177,104 | $58,758+201.4% | $70,014+153.0% | $63,975+176.8% |
| Participation rate | 98.9% | 77.5%+21.4pp | 71.8%+27.1pp | 71.1%+27.8pp |
| Annual return | 7.85% | 18.05%-10.2pp | 12.99%-5.1pp | 48.65%-40.8pp |
| Employer contribution / active EE | $6,312 | $1,973+220.0% | $2,338+169.9% | $2,182+189.3% |
| Participant deferral / active EE | $6,435 | $2,912+121.0% | $2,931+119.6% | $3,356+91.7% |
| Admin fee / account holder | $56 | $71-20.5% | $4,380-98.7% | $70-19.8% |