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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,683 |
Filed as: AXA ADVISORS LLC Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,509 | $50,956+122.8% | $96,562+17.6% | $86,799+30.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 69.8%+26.9pp | 72.3%+24.4pp |
| Annual return | 16.41% | 21.27%-4.9pp | 37.78%-21.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $4,665 | $1,111+320.0% | $2,356+98.0% | $2,405+94.0% |
| Participant deferral / active EE | $8,918 | $2,954+201.9% | $3,849+131.7% | $4,131+115.9% |
| Admin fee / account holder | $192 | $166+15.5% | $6,181-96.9% | $170+13.1% |