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 |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 99 · EIN 34-6565596 | Other Fees | $137,248 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,701 |
ROPES & GRAY LLP3 years Service code 99 · EIN 04-2233412 | Other Fees | $53,275 |
FIDUCIENT ADVISORS LLC1 year Service code 99 · EIN 36-4001764 | Other Fees | $41,250 |
Filed as: MORGAN STANLEY DOMEST HLDGS INC Service code 99 · EIN 20-8764829 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $426,278 | $129,021+230.4% | $184,203+131.4% | $77,643+449.0% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 14.05% | 33.27%-19.2pp | 28.81%-14.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $27,807 | $4,413+530.2% | $6,427+332.7% | $2,726+920.1% |
| Participant deferral / active EE | $14,345 | $7,297+96.6% | $9,131+57.1% | $4,647+208.7% |
| Admin fee / account holder | $587 | $254+131.1% | $13,901-95.8% | $430+36.3% |