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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $536,239 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,480 |
WHITLEY PENN LLP8+ years Service code 10 · EIN 75-2393478 | Accounting | $43,525 |
Filed as: HUB INVESTMENT ADVISORS, INC. Service code 16 · EIN 20-1113894 | Consulting | $17,250 |
SILVERSTONE ASSET MANAGEMENT INC7+ years Filed as: SILVER STONE ASSET MANAGEMENT Service code 16 · EIN 20-1113894 | Consulting | $17,250 |
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 | $46,855 | $39,973+17.2% | $79,550-41.1% | $77,904-39.9% |
| Participation rate | 96.6% | 64.6%+32.0pp | 69.5%+27.1pp | 73.7%+22.9pp |
| Annual return | -14.81% | 3.42%-18.2pp | 0.16%-15.0pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,206 | $1,088+10.9% | $2,413-50.0% | $2,848-57.7% |
| Participant deferral / active EE | $4,130 | $2,774+48.9% | $3,985+3.6% | $4,806-14.1% |
| Admin fee / account holder | $119 | $113+5.7% | $6,832-98.3% | $133-10.0% |