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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $720,082 |
Service code 16 · EIN 26-1429809 | Consulting | $54,427 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $27,524 |
ELLIOTT GROUP CPAS, PLLC1 year Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,247 | $80,976+128.8% | $97,995+89.0% | $80,976+128.8% |
| Participation rate | 97.3% | 68.3%+29.0pp | 82.4%+14.9pp | 68.3%+29.0pp |
| Annual return | 12.96% | 22.91%-9.9pp | 23.94%-11.0pp | 22.91%-9.9pp |
| Employer contribution / active EE | $2,702 | $2,402+12.5% | $4,158-35.0% | $2,402+12.5% |
| Participant deferral / active EE | $9,849 | $3,848+155.9% | $5,097+93.3% | $3,848+155.9% |
| Admin fee / account holder | $65 | $67-3.2% | $5,943-98.9% | $67-3.2% |