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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,089,351 |
JACKSON SQUARE PARTNERS4 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 99 · EIN 80-0945254 | Other Fees | $641,579 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $557,879 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $56,497 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $49,546 |
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 | $370,216 | $201,404+83.8% | $93,606+295.5% | $89,569+313.3% |
| Participation rate | 99.2% | 87.5%+11.7pp | 75.8%+23.4pp | 69.6%+29.6pp |
| Annual return | 23.07% | 23.05%0pp | 32.76%-9.7pp | 34.56%-11.5pp |
| Employer contribution / active EE | $14,841 | $6,528+127.3% | $2,718+446.0% | $2,584+474.3% |
| Participant deferral / active EE | $16,297 | $9,208+77.0% | $4,069+300.5% | $4,220+286.2% |
| Admin fee / account holder | $124 | $89+39.2% | $7,888-98.4% | $72+73.7% |