Filed July 18, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $383,282 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,664 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $28,043 |
BAKER TILLY US, LLP10+ years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $23,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,353 | $241,101-24.0% | $103,333+77.4% | $199,593-8.1% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.5%+23.5pp | 72.0%+26.0pp |
| Annual return | 13.73% | 17.80%-4.1pp | 24.88%-11.2pp | 34.25%-20.5pp |
| Employer contribution / active EE | $4,154 | $4,244-2.1% | $3,868+7.4% | $3,034+36.9% |
| Participant deferral / active EE | $12,342 | $3,958+211.8% | $5,057+144.0% | $5,087+142.6% |
| Admin fee / account holder | $135 | $288-53.1% | $8,355-98.4% | $269-49.8% |