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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $21,176 |
BB&T5+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 16 · EIN 57-0956597 | Consulting | $13,224 |
BLACK & PINCKARD LLC5+ 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 | $141,872 | $72,658+95.3% | $127,761+11.0% | $67,579+109.9% |
| Participation rate | 75.6% | 80.0%-4.4pp | 79.0%-3.4pp | 71.3%+4.3pp |
| Annual return | 20.77% | 26.49%-5.7pp | 26.14%-5.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,999 | $3,988-49.9% | $4,574-56.3% | $2,148-6.9% |
| Participant deferral / active EE | $6,472 | $5,383+20.2% | $6,021+7.5% | $3,539+82.8% |
| Admin fee / account holder | $51 | $127-59.8% | $9,395-99.5% | $142-64.1% |