Filed May 31, 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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,997,703 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $739,479 |
INVESCO6 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $705,211 |
NORTHERN TRUST COMPANY6 years Service code 25 · EIN 36-1561860 | Directed Trustee | $33,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,094 | $244,991+76.0% | $106,213+305.9% | $106,382+305.2% |
| Participation rate | 98.4% | 88.4%+10.0pp | 75.3%+23.1pp | 69.9%+28.5pp |
| Annual return | 8.32% | 13.48%-5.2pp | 116.14%-107.8pp | 17.37%-9.1pp |
| Employer contribution / active EE | $12,756 | $8,816+44.7% | $3,171+302.2% | $3,364+279.2% |
| Participant deferral / active EE | $19,575 | $11,442+71.1% | $5,016+290.3% | $5,569+251.5% |
| Admin fee / account holder | $204 | $88+132.4% | $11,033-98.1% | $79+158.1% |