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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $263,886 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $150,018 |
Service code 16 · EIN 20-8874282 | Consulting | $31,250 |
ARMANINO LLP1 year Service code 16 · EIN 94-6214841 | Consulting | $15,975 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $15,625 |
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 | $96,489 | $130,141-25.9% | $86,677+11.3% | $77,904+23.9% |
| Participation rate | 87.4% | 85.9%+1.4pp | 76.6%+10.8pp | 73.7%+13.7pp |
| Annual return | -15.31% | -12.75%-2.6pp | 35.91%-51.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $3,521 | $3,220+9.3% | $2,836+24.1% | $2,848+23.6% |
| Participant deferral / active EE | $5,900 | $5,757+2.5% | $4,656+26.7% | $4,806+22.8% |
| Admin fee / account holder | $95 | $132-27.6% | $7,493-98.7% | $133-28.0% |