Filed April 15, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $363,723 |
GOLDMAN SACHS6 years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $166,808 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $153,736 |
REHMANN ROBSON3 years Filed as: REHMANN Service code 99 · EIN 38-3567911 | Other Fees | $24,270 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,513 | $110,299+75.4% | $102,423+88.9% | $199,593-3.0% |
| Participation rate | 96.8% | 86.3%+10.5pp | 76.5%+20.3pp | 72.0%+24.8pp |
| Annual return | 12.18% | 35.73%-23.6pp | 29.32%-17.1pp | 34.25%-22.1pp |
| Employer contribution / active EE | $9,351 | $3,603+159.5% | $3,023+209.3% | $3,034+208.2% |
| Participant deferral / active EE | $12,168 | $6,376+90.8% | $5,053+140.8% | $5,087+139.2% |
| Admin fee / account holder | $147 | $122+20.3% | $9,451-98.4% | $269-45.3% |