Filed April 6, 2007
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,545 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES Service code 64 · EIN 22-2725182 3136 SOUTH WINTON AVE · ROCHESTER, NY 14623 | Recordkeeping Fees | $2,850 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,586 | $48,750+167.9% | $88,946+46.8% | $74,304+75.7% |
| Participation rate | 92.7% | 44.5%+48.2pp | 68.8%+23.8pp | 60.3%+32.3pp |
| Annual return | 15.00% | 25.91%-10.9pp | 57.82%-42.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,886 | $1,255+130.0% | $2,555+13.0% | $2,241+28.8% |
| Participant deferral / active EE | $4,630 | $2,423+91.1% | $4,581+1.1% | $3,767+22.9% |
| Admin fee / account holder | $55 | $3,756-98.5% | $8,261-99.3% | $2,969-98.2% |