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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $974,956 |
Service code 16 · EIN 26-1429809 | Consulting | $164,704 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $62,079 |
ELLIOTT GROUP CPAS, PLLC6 years Service code 10 · EIN 45-4771754 | Accounting | $10,600 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 33 | Securities brokerage | $0 |
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 | $227,473 | $89,394+154.5% | $93,789+142.5% | $89,394+154.5% |
| Participation rate | 96.6% | 71.3%+25.3pp | 81.0%+15.7pp | 71.3%+25.3pp |
| Annual return | -13.95% | -11.89%-2.1pp | -11.33%-2.6pp | -11.89%-2.1pp |
| Employer contribution / active EE | $6,298 | $3,022+108.4% | $4,323+45.7% | $3,022+108.4% |
| Participant deferral / active EE | $14,038 | $5,123+174.0% | $6,094+130.4% | $5,123+174.0% |
| Admin fee / account holder | $53 | $79-33.1% | $7,195-99.3% | $79-33.1% |