Filed November 9, 2005 (most recent of 5 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.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $986,352 |
Service code 16 · EIN 26-1429809 | Consulting | $179,582 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $70,040 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $7,087 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,865 | $106,382+153.7% | $103,476+160.8% | $106,382+153.7% |
| Participation rate | 96.4% | 69.9%+26.5pp | 80.5%+15.9pp | 69.9%+26.5pp |
| Annual return | 11.56% | 17.37%-5.8pp | 23.90%-12.3pp | 17.37%-5.8pp |
| Employer contribution / active EE | $7,375 | $3,364+119.3% | $4,672+57.9% | $3,364+119.3% |
| Participant deferral / active EE | $14,789 | $5,569+165.6% | $6,623+123.3% | $5,569+165.6% |
| Admin fee / account holder | $52 | $79-34.4% | $9,413-99.4% | $79-34.4% |