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.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,003,984 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,069,760 |
JACKSON SQUARE PARTNERS7 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 28 · EIN 80-0945254 | Investment Management | $508,220 |
INVESCO4 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $447,341 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 | Directed Trustee | $118,925 |
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 | $385,799 | $185,545+107.9% | $90,749+325.1% | $89,394+331.6% |
| Participation rate | 98.7% | 85.0%+13.7pp | 75.7%+23.0pp | 71.3%+27.4pp |
| Annual return | 0.98% | -13.56%+14.5pp | -12.16%+13.1pp | -11.89%+12.9pp |
| Employer contribution / active EE | $18,744 | $7,210+160.0% | $2,921+541.7% | $3,022+520.3% |
| Participant deferral / active EE | $19,871 | $9,550+108.1% | $4,564+335.4% | $5,123+287.9% |
| Admin fee / account holder | $195 | $100+95.2% | $8,445-97.7% | $79+146.1% |