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 INVESTMENTS2 years Filed as: ADVISER INVESTMENT Service code 26 · EIN 04-3250991 | Advisory (Participants) | $93,858 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $92,871 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,350 |
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 | $359,127 | $58,290+516.1% | $98,442+264.8% | $86,799+313.7% |
| Participation rate | 97.1% | 68.3%+28.8pp | 73.3%+23.8pp | 72.3%+24.8pp |
| Annual return | 14.33% | 43.48%-29.2pp | 1492.73%-1478.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,410 | $2,008-29.8% | $2,960-52.4% | $2,405-41.4% |
| Participant deferral / active EE | $11,444 | $3,152+263.0% | $4,276+167.6% | $4,131+177.0% |
| Admin fee / account holder | $286 | $138+107.6% | $5,949-95.2% | $170+68.6% |