Filed June 29, 2010
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 |
|---|---|---|
HECK CAPITAL ADVISORS10+ years Service code 16 · EIN 26-0202276 | Consulting | $109,979 |
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $107,712 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $107,626 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $23,196 |
MILLIMAN, INC.4 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $16,822 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $393,290 | $119,446+229.3% | $150,045+162.1% | $85,563+359.7% |
| Participation rate | 98.7% | 75.4%+23.3pp | 82.3%+16.4pp | 66.0%+32.7pp |
| Annual return | 12.68% | 23.72%-11.0pp | 62.55%-49.9pp | 31.51%-18.8pp |
| Employer contribution / active EE | $9,539 | $4,078+133.9% | $4,693+103.2% | $2,654+259.5% |
| Participant deferral / active EE | $15,229 | $7,985+90.7% | $7,997+90.4% | $4,375+248.1% |
| Admin fee / account holder | $243 | $548-55.5% | $13,435-98.2% | $834-70.8% |