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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $323,841 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LLC Service code 16 · EIN 13-3575636 | Consulting | $64,879 |
PACIFIC GLOBAL ADVISORS2+ years Filed as: PACIFIC GLOBAL ADVISORS LLC Service code 16 · EIN 80-0717139 | Consulting | $22,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,123 | $80,211+46.0% | $74,183+57.9% | $63,975+83.1% |
| Participation rate | 99.4% | 84.2%+15.2pp | 76.6%+22.8pp | 71.1%+28.3pp |
| Annual return | 8.89% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.8pp |
| Employer contribution / active EE | $6,633 | $2,553+159.8% | $2,370+179.9% | $2,182+204.0% |
| Participant deferral / active EE | $7,433 | $4,370+70.1% | $3,550+109.4% | $3,356+121.4% |
| Admin fee / account holder | $101 | $67+50.3% | $5,586-98.2% | $70+43.5% |