Filed January 29, 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) | $1,631,993 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $105,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,384 | $140,910-13.9% | $76,002+59.7% | $106,408+14.1% |
| Participation rate | 55.3% | 64.1%-8.9pp | 69.1%-13.8pp | 69.9%-14.6pp |
| Annual return | 10.13% | 16.51%-6.4pp | 360.07%-349.9pp | 17.37%-7.2pp |
| Employer contribution / active EE | $52 | $5,354-99.0% | $2,688-98.1% | $3,361-98.5% |
| Participant deferral / active EE | $3,796 | $5,004-24.1% | $4,257-10.8% | $5,567-31.8% |
| Admin fee / account holder | $88 | $117-24.8% | $6,414-98.6% | $79+11.5% |