Filed December 15, 2006
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 |
|---|---|---|
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $79,190 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,580 |
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 | $319,912 | $86,897+268.2% | $151,611+111.0% | $64,808+393.6% |
| Participation rate | 98.3% | 87.3%+11.1pp | 87.5%+10.8pp | 71.5%+26.9pp |
| Annual return | -16.08% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $23,710 | $4,010+491.3% | $6,166+284.5% | $2,506+846.2% |
| Participant deferral / active EE | $11,899 | $6,690+77.9% | $8,363+42.3% | $4,310+176.1% |
| Admin fee / account holder | $189 | $153+23.4% | $11,616-98.4% | $188+0.5% |