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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $981,194 |
Service code 16 · EIN 26-1429809 | Consulting | $175,605 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $68,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $10,069 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 33 | Securities brokerage | $0 |
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 | $250,049 | $96,393+159.4% | $112,887+121.5% | $96,393+159.4% |
| Participation rate | 96.8% | 71.3%+25.6pp | 80.5%+16.3pp | 71.3%+25.6pp |
| Annual return | 15.80% | 22.88%-7.1pp | 34.10%-18.3pp | 22.88%-7.1pp |
| Employer contribution / active EE | $6,765 | $3,238+108.9% | $4,563+48.2% | $3,238+108.9% |
| Participant deferral / active EE | $14,132 | $5,455+159.1% | $6,513+117.0% | $5,455+159.1% |
| Admin fee / account holder | $52 | $74-29.0% | $7,047-99.3% | $74-29.0% |