Filed July 19, 2010
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $88,975 |
RWA ADVISORS1 year Filed as: RWA WEALTH PARTNERS Service code 26 · EIN 85-4350616 | Advisory (Participants) | $83,971 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,548 |
ADVISER INVESTMENTS5 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $36,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,178 | $65,908+431.3% | $81,812+328.0% | $77,643+351.0% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.3%+23.7pp | 70.6%+25.5pp |
| Annual return | 11.87% | 26.64%-14.8pp | 773.79%-761.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $860 | $2,370-63.7% | $2,912-70.5% | $2,726-68.5% |
| Participant deferral / active EE | $12,358 | $3,505+252.5% | $4,319+186.2% | $4,647+165.9% |
| Admin fee / account holder | $404 | $526-23.3% | $7,386-94.5% | $430-6.2% |