Filed October 12, 2011 (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.1 year Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,548 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,079 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping 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 | $68,787 | $98,982-30.5% | $162,163-57.6% | $65,185+5.5% |
| Participation rate | 97.7% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.5pp |
| Annual return | 32.11% | 24.84%+7.3pp | 115.59%-83.5pp | 29.38%+2.7pp |
| Employer contribution / active EE | $3,011 | $3,467-13.1% | $5,614-46.4% | $2,177+38.3% |
| Participant deferral / active EE | $5,483 | $5,384+1.8% | $7,298-24.9% | $3,514+56.0% |
| Admin fee / account holder | $231 | $596-61.2% | $10,843-97.9% | $847-72.7% |