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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,574 |
WHITLEY PENN LLP10+ years Service code 10 · EIN 75-2393478 | Accounting | $50,500 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $46,175 |
SHERIDAN ROAD ADVISORS LLC3 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 | $67,904 | $48,698+39.4% | $93,606-27.5% | $199,593-66.0% |
| Participation rate | 97.8% | 63.5%+34.3pp | 68.7%+29.1pp | 72.0%+25.8pp |
| Annual return | 14.24% | 15.34%-1.1pp | 133.20%-119.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,479 | $1,135+30.3% | $2,420-38.9% | $3,034-51.3% |
| Participant deferral / active EE | $5,057 | $2,817+79.5% | $4,411+14.6% | $5,087-0.6% |
| Admin fee / account holder | $93 | $195-52.4% | $8,285-98.9% | $269-65.5% |