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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,359 |
EQUITABLE ADVISORS LLC1 year Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,149 | $42,353+127.0% | $79,550+20.9% | $64,808+48.4% |
| Participation rate | 97.0% | 64.8%+32.3pp | 69.5%+27.6pp | 71.5%+25.6pp |
| Annual return | -13.88% | -12.24%-1.6pp | 0.16%-14.0pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,943 | $1,181+318.7% | $2,413+104.8% | $2,506+97.3% |
| Participant deferral / active EE | $9,609 | $3,170+203.1% | $3,985+141.1% | $4,310+122.9% |
| Admin fee / account holder | $213 | $160+33.6% | $6,832-96.9% | $188+13.5% |