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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $424,545 |
THE VANGUARD GROUP, INC.3+ 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 | $194,321 | $123,286+57.6% | $75,670+156.8% | $77,958+149.3% |
| Participation rate | 98.8% | 78.8%+20.0pp | 72.3%+26.4pp | 71.6%+27.1pp |
| Annual return | 16.33% | 20.45%-4.1pp | 27.34%-11.0pp | 20.87%-4.5pp |
| Employer contribution / active EE | $6,601 | $2,035+224.4% | $2,352+180.7% | $2,310+185.7% |
| Participant deferral / active EE | $6,921 | $3,095+123.6% | $3,142+120.2% | $3,537+95.7% |
| Admin fee / account holder | $76 | $144-47.2% | $5,800-98.7% | $97-21.9% |