Filed December 2, 2011 (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.2 years Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,354,596 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,271,112 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA Service code 16 · EIN 06-6033492 | Consulting | $43,630 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $8,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,688 | $128,056+73.1% | $146,958+50.9% | $106,382+108.4% |
| Participation rate | 97.1% | 67.2%+29.8pp | 82.2%+14.9pp | 69.9%+27.2pp |
| Annual return | 15.62% | 17.89%-2.3pp | 418.34%-402.7pp | 17.37%-1.8pp |
| Employer contribution / active EE | $5,265 | $3,384+55.6% | $4,933+6.7% | $3,364+56.5% |
| Participant deferral / active EE | $12,589 | $7,674+64.0% | $8,070+56.0% | $5,569+126.1% |
| Admin fee / account holder | $50 | $89-43.9% | $12,998-99.6% | $79-37.3% |