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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $458,413 |
WHITLEY PENN LLP4+ years Service code 10 · EIN 75-2393478 | Accounting | $31,511 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,425 | $33,780+4.9% | $74,550-52.5% | $75,289-52.9% |
| Participation rate | 97.9% | 62.7%+35.2pp | 69.1%+28.7pp | 72.4%+25.4pp |
| Annual return | -4.25% | -1.24%-3.0pp | 32.53%-36.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $939 | $845+11.1% | $1,961-52.1% | $2,405-61.0% |
| Participant deferral / active EE | $2,990 | $1,890+58.3% | $3,108-3.8% | $3,739-20.0% |
| Admin fee / account holder | $91 | $86+5.4% | $5,060-98.2% | $102-11.0% |