Filed February 29, 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $203,348 |
SAMET & COMPANY PC2 years Filed as: SAMET & COMPANY, PC Service code 16 · EIN 04-3027605 | Consulting | $27,000 |
Filed as: DAVIS, GRAHAM & STUBBS Service code 29 · EIN 84-0421951 | Legal | $6,140 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 60 | Sub-TA Fees | $0 |
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 | $58,453 | $96,403-39.4% | $93,606-37.6% | $77,787-24.9% |
| Participation rate | 88.8% | 87.6%+1.2pp | 75.8%+13.0pp | 73.2%+15.6pp |
| Annual return | 31.20% | 39.36%-8.2pp | 32.76%-1.6pp | 32.57%-1.4pp |
| Employer contribution / active EE | $2,822 | $3,616-22.0% | $2,718+3.8% | $2,504+12.7% |
| Participant deferral / active EE | $3,393 | $5,341-36.5% | $4,069-16.6% | $3,967-14.5% |
| Admin fee / account holder | $137 | $90+53.1% | $7,888-98.3% | $100+37.0% |