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 ADVISORS7+ years Service code 16 · EIN 26-0202276 | Consulting | $110,004 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $97,628 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $94,890 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $19,594 |
BAKER TILLY US, LLP2 years Service code 16 · EIN 39-0859910 | Consulting | $16,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,984 | $82,202+246.7% | $125,339+127.4% | $64,808+339.7% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.5pp |
| Annual return | -18.88% | 3.48%-22.4pp | 572.05%-590.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $7,698 | $3,615+112.9% | $4,814+59.9% | $2,506+207.2% |
| Participant deferral / active EE | $12,788 | $7,175+78.2% | $7,446+71.7% | $4,310+196.7% |
| Admin fee / account holder | $240 | $163+47.2% | $10,010-97.6% | $188+28.0% |