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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $239,280 |
CHERNOFF DIAMOND & CO., LLC1+ years Filed as: CHERNOFF DIAMOND Service code 16 · EIN 11-2836994 | Consulting | $58,680 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 · EIN 23-2932984 | Consulting | $39,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY Service code 16 · EIN 39-0859910 | Consulting | $17,795 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,875 | $55,516+92.5% | $75,781+41.0% | $59,188+80.6% |
| Participation rate | 95.3% | 73.6%+21.6pp | 75.8%+19.5pp | 69.4%+25.9pp |
| Annual return | 0.17% | -1.89%+2.1pp | 9.68%-9.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,068 | $2,604+17.8% | $3,323-7.7% | $2,098+46.2% |
| Participant deferral / active EE | $8,481 | $2,599+226.3% | $3,651+132.3% | $3,265+159.8% |
| Admin fee / account holder | $101 | $110-8.0% | $5,299-98.1% | $92+9.7% |