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 |
|---|---|---|
ADVISER INVESTMENTS3+ years Filed as: ADVISER INVESTMENTS, INC. Service code 26 · EIN 04-3250991 | Advisory (Participants) | $139,690 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,040 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,704 | $46,100+487.2% | $86,590+212.6% | $69,631+288.8% |
| Participation rate | 98.9% | 67.2%+31.8pp | 73.5%+25.4pp | 70.7%+28.3pp |
| Annual return | 16.44% | 21.02%-4.6pp | 964.84%-948.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,217 | $1,850-34.2% | $2,839-57.1% | $2,032-40.1% |
| Participant deferral / active EE | $10,181 | $2,432+318.7% | $3,609+182.1% | $3,224+215.8% |
| Admin fee / account holder | $264 | $94+181.5% | $4,906-94.6% | $110+139.2% |