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 |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 27 · EIN 13-4071393 | Advisory (Plan) | $54,380 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,368 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,142 | $54,193+119.8% | $93,606+27.3% | $77,643+53.4% |
| Participation rate | 97.5% | 63.9%+33.6pp | 68.7%+28.8pp | 70.6%+27.0pp |
| Annual return | 14.93% | 30.54%-15.6pp | 133.20%-118.3pp | 31.24%-16.3pp |
| Employer contribution / active EE | $5,535 | $1,168+373.9% | $2,420+128.8% | $2,726+103.1% |
| Participant deferral / active EE | $11,108 | $3,144+253.3% | $4,411+151.8% | $4,647+139.0% |
| Admin fee / account holder | $214 | $576-62.8% | $8,285-97.4% | $430-50.2% |