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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $521,259 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $34,500 |
WHITLEY PENN LLP5+ years Service code 10 · EIN 75-2393478 | Accounting | $31,390 |
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 | $44,909 | $40,113+12.0% | $84,015-46.5% | $77,787-42.3% |
| Participation rate | 98.0% | 62.8%+35.2pp | 69.0%+29.0pp | 73.2%+24.8pp |
| Annual return | 23.30% | 23.27%0pp | 71.31%-48.0pp | 32.57%-9.3pp |
| Employer contribution / active EE | $1,055 | $847+24.6% | $1,983-46.8% | $2,504-57.9% |
| Participant deferral / active EE | $3,249 | $2,030+60.1% | $3,239+0.3% | $3,967-18.1% |
| Admin fee / account holder | $103 | $92+12.1% | $6,101-98.3% | $100+2.6% |