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 ADVISORS8+ years Service code 16 · EIN 26-0202276 | Consulting | $109,996 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $102,551 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $92,771 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $22,249 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,468 |
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 | $299,860 | $107,459+179.0% | $135,903+120.6% | $80,160+274.1% |
| Participation rate | 96.9% | 78.0%+18.8pp | 81.9%+15.0pp | 72.9%+24.0pp |
| Annual return | 14.21% | 91.91%-77.7pp | 68.23%-54.0pp | 40.38%-26.2pp |
| Employer contribution / active EE | $8,292 | $3,877+113.9% | $4,856+70.8% | $2,978+178.5% |
| Participant deferral / active EE | $12,912 | $8,195+57.6% | $7,758+66.4% | $5,017+157.4% |
| Admin fee / account holder | $230 | $127+81.2% | $10,762-97.9% | $145+58.7% |