Filed June 17, 2012
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $79,588 |
Filed as: AXA ADVISORS LLC Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,506 | $64,286+57.9% | $90,951+11.6% | $73,409+38.3% |
| Participation rate | 96.2% | 63.6%+32.6pp | 69.0%+27.2pp | 72.2%+24.0pp |
| Annual return | 13.68% | 21.45%-7.8pp | 134.60%-120.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $5,025 | $895+461.7% | $2,122+136.8% | $2,234+125.0% |
| Participant deferral / active EE | $8,104 | $2,453+230.4% | $3,373+140.3% | $3,805+113.0% |
| Admin fee / account holder | $227 | $287-21.1% | $5,959-96.2% | $158+43.5% |