Filed April 20, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
BB&T4+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 16 · EIN 57-0956597 | Consulting | $26,201 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $17,739 |
BLACK & PINCKARD LLC4+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $8,250 |
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 | $115,625 | $64,457+79.4% | $111,392+3.8% | $55,725+107.5% |
| Participation rate | 88.5% | 79.7%+8.8pp | 78.9%+9.7pp | 70.9%+17.7pp |
| Annual return | -3.80% | -19.97%+16.2pp | -2.06%-1.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,220 | $3,956-43.9% | $4,328-48.7% | $2,078+6.8% |
| Participant deferral / active EE | $6,926 | $5,219+32.7% | $5,567+24.4% | $3,356+106.4% |
| Admin fee / account holder | $59 | $112-47.7% | $12,266-99.5% | $115-49.2% |