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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,660,901 |
JACKSON SQUARE PARTNERS3 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 99 · EIN 80-0945254 | Other Fees | $566,897 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $71,921 |
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 | $314,878 | $173,253+81.7% | $80,019+293.5% | $73,367+329.2% |
| Participation rate | 99.5% | 88.8%+10.6pp | 75.8%+23.7pp | 69.5%+30.0pp |
| Annual return | -2.04% | -2.12%+0.1pp | 11.22%-13.3pp | 173.45%-175.5pp |
| Employer contribution / active EE | $12,140 | $6,338+91.5% | $2,468+391.9% | $2,499+385.8% |
| Participant deferral / active EE | $13,987 | $8,893+57.3% | $3,686+279.5% | $4,033+246.8% |
| Admin fee / account holder | $100 | $90+11.0% | $6,521-98.5% | $68+45.9% |