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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $705,895 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $25,643 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,168 | $67,505+146.2% | $81,367+104.2% | $67,505+146.2% |
| Participation rate | 97.2% | 71.2%+26.0pp | 82.3%+14.9pp | 71.2%+26.0pp |
| Annual return | 0.17% | 6.52%-6.4pp | -0.92%+1.1pp | 6.52%-6.4pp |
| Employer contribution / active EE | $2,071 | $2,173-4.7% | $3,930-47.3% | $2,173-4.7% |
| Participant deferral / active EE | $9,297 | $3,597+158.5% | $5,383+72.7% | $3,597+158.5% |
| Admin fee / account holder | $62 | $56+11.2% | $8,926-99.3% | $56+11.2% |