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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,252,048 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $43,881 |
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 | $294,181 | $158,120+86.0% | $68,509+329.4% | $69,651+322.4% |
| Participation rate | 99.4% | 88.0%+11.4pp | 74.7%+24.7pp | 66.6%+32.9pp |
| Annual return | 1.32% | 3.41%-2.1pp | 8.27%-6.9pp | 53.77%-52.4pp |
| Employer contribution / active EE | $10,443 | $5,427+92.4% | $2,278+358.4% | $2,241+366.1% |
| Participant deferral / active EE | $12,072 | $7,897+52.9% | $3,382+256.9% | $3,635+232.1% |
| Admin fee / account holder | $77 | $74+4.4% | $5,275-98.5% | $63+21.6% |