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.7+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $24,527 |
BB&T7+ years Filed as: BB&T INSTITUTIONAL INV ADVISORS INC Service code 16 · EIN 57-0956597 | Consulting | $13,463 |
BLACK & PINCKARD LLC2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,055 | $92,303+79.9% | $152,466+8.9% | $86,799+91.3% |
| Participation rate | 86.7% | 81.1%+5.6pp | 78.2%+8.5pp | 72.3%+14.4pp |
| Annual return | 13.36% | 531.69%-518.3pp | 757.33%-744.0pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,381 | $3,748-36.5% | $4,327-45.0% | $2,405-1.0% |
| Participant deferral / active EE | $7,800 | $5,599+39.3% | $5,820+34.0% | $4,131+88.8% |
| Admin fee / account holder | $60 | $150-59.8% | $15,805-99.6% | $170-64.5% |