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.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,385,034 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,147,616 |
JACKSON SQUARE PARTNERS8 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 28 · EIN 80-0945254 | Investment Management | $413,918 |
INVESCO5 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $408,979 |
NORTHERN TRUST COMPANY5 years Service code 25 · EIN 36-1561860 | Directed Trustee | $95,085 |
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 | $416,180 | $225,491+84.6% | $98,439+322.8% | $96,393+331.8% |
| Participation rate | 98.7% | 87.3%+11.3pp | 75.2%+23.5pp | 71.3%+27.4pp |
| Annual return | 31.87% | 19.53%+12.3pp | 21.16%+10.7pp | 22.88%+9.0pp |
| Employer contribution / active EE | $15,970 | $8,386+90.4% | $3,048+424.0% | $3,238+393.1% |
| Participant deferral / active EE | $18,038 | $10,872+65.9% | $4,738+280.7% | $5,455+230.7% |
| Admin fee / account holder | $188 | $87+115.7% | $8,948-97.9% | $74+154.1% |