Filed December 28, 2011 (most recent of 2 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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $161,399 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $84,673 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $75,201 | $167,950-55.2% | $112,887-33.4% | $80,160-6.2% |
| Participation rate | 90.6% | 94.5%-3.9pp | 80.5%+10.1pp | 72.9%+17.6pp |
| Annual return | 18.88% | 18.78%+0.1pp | 34.10%-15.2pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,991 | $6,272-68.3% | $4,563-56.4% | $2,978-33.1% |
| Participant deferral / active EE | $7,067 | $9,857-28.3% | $6,513+8.5% | $5,017+40.8% |
| Admin fee / account holder | $95 | $104-8.3% | $7,047-98.7% | $145-34.4% |