Filed April 11, 2006 (most recent of 2 filings on file)
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,641 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $2,148 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,773 | $78,485-23.8% | $106,213-43.7% | $74,495-19.8% |
| Participation rate | 71.4% | 72.8%-1.5pp | 75.3%-3.9pp | 67.2%+4.2pp |
| Annual return | 10.63% | 15.95%-5.3pp | 116.14%-105.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,606 | $2,523-36.4% | $3,171-49.4% | $2,623-38.8% |
| Participant deferral / active EE | $3,104 | $4,322-28.2% | $5,016-38.1% | $4,346-28.6% |
| Admin fee / account holder | $120 | $2,232-94.6% | $11,033-98.9% | $1,942-93.8% |