Filed September 13, 2012 (most recent of 2 filings on file)
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $429,252 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $326,110 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $87,968 |
MOORE COLSON2 years Service code 16 · EIN 58-1653941 | Consulting | $20,800 |
Service code 99 | Other Fees | $0 |
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 | $189,143 | $110,299+71.5% | $102,423+84.7% | $199,593-5.2% |
| Participation rate | 97.4% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 13.76% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $4,666 | $3,603+29.5% | $3,023+54.3% | $3,034+53.8% |
| Participant deferral / active EE | $12,108 | $6,376+89.9% | $5,053+139.6% | $5,087+138.0% |
| Admin fee / account holder | $147 | $122+19.9% | $9,451-98.4% | $269-45.5% |