Filed September 20, 2011
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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $50,535 |
THE HAVERFORD TRUST COMPANY3+ years Service code 16 · EIN 23-2329854 | Consulting | $22,250 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,278 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,125 |
TRAYNOR CAPITAL MANAGEMENT2 years Service code 16 · EIN 26-2115437 | Consulting | $12,655 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,683 | $155,795+130.2% | $136,294+163.2% | $69,631+415.1% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 70.7%+11.9pp |
| Annual return | 20.53% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $18,086 | $2,991+504.7% | $4,695+285.2% | $2,032+790.0% |
| Participant deferral / active EE | $2,462 | $5,394-54.3% | $6,247-60.6% | $3,224-23.6% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |