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 ADVISORS9+ years Service code 16 · EIN 26-0202276 | Consulting | $109,999 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $105,920 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $99,923 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $29,085 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $19,182 |
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 | $363,668 | $122,186+197.6% | $146,958+147.5% | $199,593+82.2% |
| Participation rate | 98.1% | 78.3%+19.8pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 26.00% | 30.56%-4.6pp | 418.34%-392.3pp | 34.25%-8.3pp |
| Employer contribution / active EE | $9,179 | $4,093+124.3% | $4,933+86.1% | $3,034+202.5% |
| Participant deferral / active EE | $14,063 | $8,502+65.4% | $8,070+74.3% | $5,087+176.5% |
| Admin fee / account holder | $255 | $179+42.6% | $12,998-98.0% | $269-5.2% |