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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $540,050 |
SILVERSTONE ASSET MANAGEMENT INC5+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $34,500 |
WHITLEY PENN LLP6+ years Service code 10 · EIN 75-2393478 | Accounting | $28,250 |
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 | $49,343 | $43,466+13.5% | $90,951-45.7% | $90,288-45.3% |
| Participation rate | 97.0% | 62.5%+34.6pp | 69.0%+28.0pp | 73.4%+23.7pp |
| Annual return | 13.74% | 25.26%-11.5pp | 134.60%-120.9pp | 53.97%-40.2pp |
| Employer contribution / active EE | $987 | $840+17.5% | $2,122-53.5% | $2,524-60.9% |
| Participant deferral / active EE | $3,333 | $2,138+55.9% | $3,373-1.2% | $4,232-21.2% |
| Admin fee / account holder | $104 | $92+12.7% | $5,959-98.3% | $114-9.2% |