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 ADVISORS3+ years Service code 16 · EIN 26-0202276 | Consulting | $85,007 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $71,450 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,124 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $9,907 |
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 | $311,057 | $75,388+312.6% | $123,544+151.8% | $55,725+458.2% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.3%+15.6pp | 70.9%+27.1pp |
| Annual return | 10.62% | 4.48%+6.1pp | 119.20%-108.6pp | 244.93%-234.3pp |
| Employer contribution / active EE | $7,050 | $3,063+130.2% | $4,628+52.3% | $2,078+239.3% |
| Participant deferral / active EE | $10,889 | $5,651+92.7% | $6,426+69.5% | $3,356+224.5% |
| Admin fee / account holder | $128 | $120+7.3% | $9,284-98.6% | $115+11.6% |