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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,213,512 |
JACKSON SQUARE PARTNERS5 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 28 · EIN 80-0945254 | Investment Management | $652,200 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $584,504 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $27,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $364,517 | $430,560-15.3% | $98,907+268.5% | $106,222+243.2% |
| Participation rate | 99.4% | 86.2%+13.2pp | 76.0%+23.4pp | 70.8%+28.6pp |
| Annual return | 1.84% | 17.89%-16.0pp | 196.43%-194.6pp | 21.69%-19.9pp |
| Employer contribution / active EE | $11,424 | $6,804+67.9% | $2,689+324.9% | $2,723+319.5% |
| Participant deferral / active EE | $17,221 | $9,623+79.0% | $4,244+305.7% | $4,600+274.4% |
| Admin fee / account holder | $138 | $220-37.2% | $6,642-97.9% | $78+76.4% |