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.6+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $24,815 |
BB&T6+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 16 · EIN 57-0956597 | Consulting | $20,201 |
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $8,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $154,639 | $94,621+63.4% | $138,135+11.9% | $73,409+110.7% |
| Participation rate | 74.7% | 83.4%-8.7pp | 78.7%-4.0pp | 72.2%+2.5pp |
| Annual return | 12.99% | 16.57%-3.6pp | 20.51%-7.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,833 | $4,410-58.4% | $5,587-67.2% | $2,234-17.9% |
| Participant deferral / active EE | $6,897 | $6,199+11.3% | $6,431+7.2% | $3,805+81.2% |
| Admin fee / account holder | $68 | $140-51.2% | $11,856-99.4% | $158-56.6% |