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 ADVISORS4+ years Service code 16 · EIN 26-0202276 | Consulting | $85,010 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $75,328 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $18,884 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,942 |
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 | $304,812 | $88,122+245.9% | $141,162+115.9% | $67,579+351.0% |
| Participation rate | 97.0% | 76.5%+20.5pp | 82.5%+14.5pp | 71.3%+25.7pp |
| Annual return | 3.82% | 75.40%-71.6pp | 71.39%-67.6pp | 378.56%-374.7pp |
| Employer contribution / active EE | $6,291 | $3,224+95.1% | $4,735+32.9% | $2,148+192.9% |
| Participant deferral / active EE | $10,807 | $5,958+81.4% | $6,709+61.1% | $3,539+205.4% |
| Admin fee / account holder | $137 | $131+4.3% | $10,261-98.7% | $142-4.0% |