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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $447,988 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $73,184 |
WHITLEY PENN LLP9+ years Service code 10 · EIN 75-2393478 | Accounting | $50,944 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 16 · EIN 20-1113894 | Consulting | $34,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,657 | $44,626+24.7% | $86,188-35.4% | $80,160-30.6% |
| Participation rate | 96.8% | 63.5%+33.3pp | 69.0%+27.8pp | 72.9%+23.9pp |
| Annual return | 19.14% | 19.61%-0.5pp | 1168.45%-1149.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $1,315 | $1,099+19.6% | $2,380-44.8% | $2,978-55.9% |
| Participant deferral / active EE | $4,441 | $2,769+60.4% | $3,985+11.4% | $5,017-11.5% |
| Admin fee / account holder | $92 | $133-31.3% | $6,852-98.7% | $145-36.8% |