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 Service code 15 · EIN 23-1945930 | Recordkeeping | $375,260 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 · EIN 22-3189064 | Consulting | $32,600 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $18,550 |
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 | $116,401 | $60,396+92.7% | $83,848+38.8% | $75,289+54.6% |
| Participation rate | 96.0% | 80.7%+15.3pp | 76.1%+19.9pp | 72.4%+23.6pp |
| Annual return | -5.15% | 3.84%-9.0pp | 850.88%-856.0pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,448 | $3,343+3.1% | $3,631-5.0% | $2,405+43.4% |
| Participant deferral / active EE | $9,657 | $2,922+230.5% | $4,082+136.6% | $3,739+158.3% |
| Admin fee / account holder | $109 | $141-22.7% | $5,478-98.0% | $102+6.7% |