Filed July 20, 2012 (most recent of 3 filings on file)
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,647 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 33-1498605 | Accounting | $21,840 |
Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 27 · EIN 36-4464580 | Advisory (Plan) | $15,000 |
MARINER LLC1 year Filed as: MARINER INSITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 21-1945930 | Recordkeeping | $6,802 |
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 | $262,301 | $131,799+99.0% | $200,582+30.8% | $85,563+206.6% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 17.15% | 21.59%-4.4pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $8,939 | $4,532+97.3% | $6,419+39.3% | $2,654+236.9% |
| Participant deferral / active EE | $12,535 | $7,702+62.7% | $9,331+34.3% | $4,375+186.5% |
| Admin fee / account holder | $135 | $235-42.4% | $16,305-99.2% | $834-83.8% |