Filed September 29, 2012 (most recent of 2 filings on file)
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $420,663 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,918 |
WHITLEY PENN LLP11+ years Service code 10 · EIN 75-2393478 | Accounting | $55,070 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 16 · EIN 20-1113894 | Consulting | $34,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,968 | $56,102+46.1% | $101,794-19.5% | $102,872-20.3% |
| Participation rate | 98.1% | 70.4%+27.8pp | 69.2%+28.9pp | 73.0%+25.1pp |
| Annual return | 18.82% | 14.06%+4.8pp | 30.53%-11.7pp | 19.06%-0.2pp |
| Employer contribution / active EE | $1,487 | $1,380+7.8% | $2,289-35.0% | $3,526-57.8% |
| Participant deferral / active EE | $5,168 | $2,801+84.5% | $4,084+26.6% | $5,535-6.6% |
| Admin fee / account holder | $96 | $262-63.2% | $8,777-98.9% | $292-67.0% |