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 ADVISORS5+ years Service code 16 · EIN 26-0202276 | Consulting | $84,977 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $84,579 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $15,189 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $9,466 |
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 | $348,589 | $100,801+245.8% | $149,696+132.9% | $73,409+374.9% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 14.36% | 265.34%-251.0pp | 276.60%-262.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $7,248 | $3,312+118.9% | $4,644+56.1% | $2,234+224.5% |
| Participant deferral / active EE | $12,155 | $6,404+89.8% | $6,842+77.7% | $3,805+219.4% |
| Admin fee / account holder | $144 | $181-20.4% | $9,309-98.5% | $158-8.9% |