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 INVESTMENTS5+ years Filed as: ADVISER INVESTMENTS, INC. Service code 17 · EIN 04-3250991 | Pension Consulting | $109,807 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $79,790 |
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 | $291,759 | $54,237+437.9% | $90,281+223.2% | $67,579+331.7% |
| Participation rate | 98.9% | 68.6%+30.3pp | 73.3%+25.6pp | 71.3%+27.6pp |
| Annual return | 20.88% | 37.27%-16.4pp | 78.10%-57.2pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,603 | $1,846-13.2% | $2,854-43.8% | $2,148-25.4% |
| Participant deferral / active EE | $10,202 | $2,625+288.7% | $3,885+162.6% | $3,539+188.3% |
| Admin fee / account holder | $263 | $123+113.1% | $5,351-95.1% | $142+84.8% |