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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,185 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,172 | $93,131-21.4% | $106,548-31.3% | $86,799-15.7% |
| Participation rate | 76.5% | 81.4%-4.9pp | 76.1%+0.4pp | 72.3%+4.2pp |
| Annual return | 12.09% | 19.45%-7.4pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,561 | $2,895-11.6% | $2,819-9.2% | $2,405+6.5% |
| Participant deferral / active EE | $2,835 | $4,708-39.8% | $4,398-35.5% | $4,131-31.4% |
| Admin fee / account holder | $114 | $145-21.7% | $7,407-98.5% | $170-33.0% |