Filed June 29, 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $328,322 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $224,283 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $62,500 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $20,475 |
BECKEMEIER LEMOINE LAW1 year Service code 29 · EIN 85-4165371 | Legal | $5,114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,322 | $110,299+8.2% | $102,423+16.5% | $199,593-40.2% |
| Participation rate | 87.7% | 86.3%+1.4pp | 76.5%+11.2pp | 72.0%+15.8pp |
| Annual return | 18.41% | 35.73%-17.3pp | 29.32%-10.9pp | 34.25%-15.8pp |
| Employer contribution / active EE | $3,914 | $3,603+8.6% | $3,023+29.5% | $3,034+29.0% |
| Participant deferral / active EE | $6,708 | $6,376+5.2% | $5,053+32.8% | $5,087+31.9% |
| Admin fee / account holder | $114 | $122-6.6% | $9,451-98.8% | $269-57.5% |