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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $493,844 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $117,038 |
SILVERSTONE ASSET MANAGEMENT INC6+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $34,500 |
WHITLEY PENN LLP7+ years Service code 10 · EIN 75-2393478 | Accounting | $31,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,666 | $48,166+15.6% | $96,562-42.4% | $93,030-40.2% |
| Participation rate | 97.5% | 65.1%+32.4pp | 69.8%+27.7pp | 73.9%+23.6pp |
| Annual return | 16.43% | 21.31%-4.9pp | 37.78%-21.4pp | 158.70%-142.3pp |
| Employer contribution / active EE | $1,157 | $1,070+8.2% | $2,356-50.9% | $2,706-57.2% |
| Participant deferral / active EE | $3,941 | $2,576+53.0% | $3,849+2.4% | $4,562-13.6% |
| Admin fee / account holder | $111 | $110+1.0% | $6,181-98.2% | $152-26.6% |