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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $277,148 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $27,983 |
ALLIANCE BENEFIT GROUP2+ years Service code 10 · EIN 41-1812533 | Accounting | $7,500 |
SILVERSTONE ASSET MANAGEMENT INC1+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,983 | $33,232-12.8% | $71,796-59.6% | $63,975-54.7% |
| Participation rate | 98.5% | 60.1%+38.4pp | 69.1%+29.4pp | 71.1%+27.4pp |
| Annual return | 9.38% | 11.99%-2.6pp | 78.04%-68.7pp | 48.65%-39.3pp |
| Employer contribution / active EE | $819 | $723+13.4% | $1,924-57.4% | $2,182-62.4% |
| Participant deferral / active EE | $2,419 | $1,604+50.8% | $2,794-13.5% | $3,356-27.9% |
| Admin fee / account holder | $56 | $63-12.4% | $4,815-98.8% | $70-21.1% |