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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $164,276 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $105,296 |
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 | $94,966 | $188,991-49.8% | $103,476-8.2% | $199,593-52.4% |
| Participation rate | 90.7% | 93.2%-2.5pp | 80.5%+10.2pp | 72.0%+18.7pp |
| Annual return | 15.29% | 15.75%-0.5pp | 23.90%-8.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,319 | $6,583-64.8% | $4,672-50.4% | $3,034-23.6% |
| Participant deferral / active EE | $7,552 | $10,334-26.9% | $6,623+14.0% | $5,087+48.5% |
| Admin fee / account holder | $114 | $114-0.4% | $9,413-98.8% | $269-57.6% |