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 ADVISORS2+ years Service code 16 · EIN 26-0202276 | Consulting | $85,005 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $59,493 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $13,503 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,990 |
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 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 | $301,691 | $155,795+93.6% | $136,294+121.4% | $69,631+333.3% |
| Participation rate | 98.7% | 75.2%+23.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 14.00% | 232464.33%-232450.3pp | 5155.94%-5141.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $7,232 | $2,991+141.8% | $4,695+54.0% | $2,032+255.9% |
| Participant deferral / active EE | $10,694 | $5,394+98.3% | $6,247+71.2% | $3,224+231.7% |
| Admin fee / account holder | $127 | $128-0.7% | $9,243-98.6% | $110+15.3% |