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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,640 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE Service code 16 · EIN 43-1001367 | Consulting | $28,400 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCTON INVESTMENTS ADVISORS, LLC Service code 16 · EIN 20-8874282 | Consulting | $15,625 |
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 | $108,224 | $80,211+34.9% | $74,183+45.9% | $63,975+69.2% |
| Participation rate | 80.4% | 84.2%-3.7pp | 76.6%+3.8pp | 71.1%+9.3pp |
| Annual return | 24.78% | 14.13%+10.6pp | 17.74%+7.0pp | 48.65%-23.9pp |
| Employer contribution / active EE | $3,557 | $2,553+39.3% | $2,370+50.1% | $2,182+63.0% |
| Participant deferral / active EE | $3,903 | $4,370-10.7% | $3,550+10.0% | $3,356+16.3% |
| Admin fee / account holder | $56 | $67-16.8% | $5,586-99.0% | $70-20.6% |