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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,498 |
EQUITABLE ADVISORS LLC2 years Service code 26 · EIN 13-4071393 | Advisory (Participants) | $54,380 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,772 | $53,165+99.0% | $86,188+22.7% | $74,419+42.1% |
| Participation rate | 97.2% | 64.9%+32.3pp | 69.0%+28.2pp | 70.7%+26.4pp |
| Annual return | 17.34% | 22.64%-5.3pp | 1168.45%-1151.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,724 | $1,210+290.5% | $2,380+98.5% | $2,637+79.1% |
| Participant deferral / active EE | $9,867 | $3,234+205.1% | $3,985+147.6% | $4,528+117.9% |
| Admin fee / account holder | $203 | $551-63.2% | $6,852-97.0% | $348-41.6% |