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.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,865,685 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,033,730 |
JACKSON SQUARE PARTNERS6 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 28 · EIN 80-0945254 | Investment Management | $916,632 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $428,336 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $61,856 |
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 | $398,246 | $239,209+66.5% | $106,548+273.8% | $106,520+273.9% |
| Participation rate | 99.0% | 89.6%+9.4pp | 76.1%+22.9pp | 71.3%+27.7pp |
| Annual return | 15.47% | 17.49%-2.0pp | 26.80%-11.3pp | 19.28%-3.8pp |
| Employer contribution / active EE | $11,250 | $6,641+69.4% | $2,819+299.1% | $2,840+296.1% |
| Participant deferral / active EE | $17,328 | $9,673+79.1% | $4,398+294.0% | $4,948+250.2% |
| Admin fee / account holder | $217 | $95+128.9% | $7,407-97.1% | $75+191.8% |