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 ADVISORS1+ years Service code 16 · EIN 26-0202276 | Consulting | $91,236 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $57,793 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,194 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $5,284 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,550 | $85,635+220.6% | $123,892+121.6% | $63,975+329.2% |
| Participation rate | 97.1% | 74.9%+22.2pp | 81.4%+15.7pp | 71.1%+26.0pp |
| Annual return | 10.39% | 15.74%-5.4pp | 47.52%-37.1pp | 48.65%-38.3pp |
| Employer contribution / active EE | $7,198 | $3,076+134.0% | $4,617+55.9% | $2,182+229.9% |
| Participant deferral / active EE | $10,157 | $5,667+79.2% | $5,984+69.7% | $3,356+202.6% |
| Admin fee / account holder | $127 | $75+69.5% | $8,357-98.5% | $70+80.3% |