Filed August 9, 2013
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.2 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $42,631 |
ELLWOOD ASSOCIATES3 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $35,480 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,883 | $104,317+93.5% | $159,436+26.6% | $86,799+132.6% |
| Participation rate | 99.6% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.3pp |
| Annual return | 20.98% | 26.32%-5.3pp | 263.57%-242.6pp | 97.91%-76.9pp |
| Employer contribution / active EE | $9,406 | $3,451+172.6% | $4,829+94.8% | $2,405+291.1% |
| Participant deferral / active EE | $7,304 | $6,837+6.8% | $7,352-0.6% | $4,131+76.8% |
| Admin fee / account holder | $95 | $172-44.9% | $10,799-99.1% | $170-44.0% |