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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $106,222 |
HECK CAPITAL ADVISORS6+ years Service code 16 · EIN 26-0202276 | Consulting | $63,749 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $34,345 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 16 · EIN 91-0675641 | Consulting | $24,527 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,922 | $104,317+270.9% | $159,436+142.7% | $86,799+345.8% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.2pp |
| Annual return | 19.94% | 26.32%-6.4pp | 263.57%-243.6pp | 97.91%-78.0pp |
| Employer contribution / active EE | $7,746 | $3,451+124.5% | $4,829+60.4% | $2,405+222.0% |
| Participant deferral / active EE | $12,500 | $6,837+82.8% | $7,352+70.0% | $4,131+202.6% |
| Admin fee / account holder | $169 | $172-2.1% | $10,799-98.4% | $170-0.5% |