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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $589,574 |
Service code 16 · EIN 26-1429809 | Consulting | $55,377 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $22,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,524 | $73,367+135.2% | $90,782+90.0% | $73,367+135.2% |
| Participation rate | 97.3% | 69.5%+27.8pp | 82.7%+14.7pp | 69.5%+27.8pp |
| Annual return | -4.62% | 173.45%-178.1pp | -3.42%-1.2pp | 173.45%-178.1pp |
| Employer contribution / active EE | $3,022 | $2,499+20.9% | $4,105-26.4% | $2,499+20.9% |
| Participant deferral / active EE | $10,117 | $4,033+150.9% | $5,366+88.5% | $4,033+150.9% |
| Admin fee / account holder | $55 | $68-18.9% | $5,908-99.1% | $68-18.9% |