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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,368,574 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS LLC Service code 99 · EIN 80-0945254 | Other Fees | $102,426 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $64,293 |
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 | $306,002 | $169,122+80.9% | $77,999+292.3% | $329,111-7.0% |
| Participation rate | 99.3% | 88.4%+10.9pp | 75.5%+23.8pp | 67.9%+31.4pp |
| Annual return | 9.19% | 11.00%-1.8pp | 425.96%-416.8pp | 16.35%-7.2pp |
| Employer contribution / active EE | $7,562 | $5,827+29.8% | $2,470+206.1% | $2,303+228.3% |
| Participant deferral / active EE | $12,615 | $8,046+56.8% | $3,497+260.8% | $3,682+242.6% |
| Admin fee / account holder | $82 | $83-0.2% | $5,480-98.5% | $754-89.1% |