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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $430,033 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $30,000 |
WHITLEY PENN LLP3+ years Service code 10 · EIN 75-2393478 | Accounting | $28,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,805 | $38,833-5.2% | $78,778-53.3% | $77,958-52.8% |
| Participation rate | 98.1% | 60.9%+37.1pp | 69.2%+28.9pp | 71.6%+26.4pp |
| Annual return | 20.90% | 20.31%+0.6pp | 35.62%-14.7pp | 20.87%0pp |
| Employer contribution / active EE | $914 | $840+8.9% | $1,986-54.0% | $2,310-60.4% |
| Participant deferral / active EE | $2,706 | $1,776+52.4% | $2,958-8.5% | $3,537-23.5% |
| Admin fee / account holder | $98 | $89+10.1% | $5,134-98.1% | $97+0.7% |