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) | $188,563 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $171,620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,209 | $76,173+35.5% | $81,382+26.8% | $199,593-48.3% |
| Participation rate | 98.5% | 76.3%+22.2pp | 69.5%+29.0pp | 72.0%+26.5pp |
| Annual return | 11.45% | 15.59%-4.1pp | 24.73%-13.3pp | 34.25%-22.8pp |
| Employer contribution / active EE | $3,631 | $2,792+30.0% | $2,463+47.4% | $3,034+19.7% |
| Participant deferral / active EE | $5,532 | $4,201+31.7% | $3,883+42.5% | $5,087+8.8% |
| Admin fee / account holder | $114 | $146-21.8% | $5,768-98.0% | $269-57.5% |