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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,465,998 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 99 · EIN 80-0945254 | Other Fees | $399,707 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $38,650 |
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 | $344,057 | $187,373+83.6% | $91,001+278.1% | $80,976+324.9% |
| Participation rate | 99.4% | 87.5%+11.9pp | 75.6%+23.8pp | 68.3%+31.2pp |
| Annual return | 17.95% | 16.95%+1.0pp | 4.60%+13.3pp | 22.91%-5.0pp |
| Employer contribution / active EE | $7,808 | $5,838+33.7% | $2,456+218.0% | $2,402+225.0% |
| Participant deferral / active EE | $13,189 | $8,375+57.5% | $3,547+271.8% | $3,848+242.7% |
| Admin fee / account holder | $88 | $91-4.1% | $5,417-98.4% | $67+30.0% |