Filed November 19, 2005
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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $259,553 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $219,069 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $99,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 16 · EIN 39-0859910 | Consulting | $7,558 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,168 | $115,744+9.9% | $100,391+26.7% | $199,593-36.3% |
| Participation rate | 96.2% | 85.7%+10.5pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 12.36% | 17.79%-5.4pp | 49.20%-36.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,009 | $3,657-45.1% | $3,942-49.0% | $3,034-33.8% |
| Participant deferral / active EE | $8,555 | $9,844-13.1% | $8,082+5.9% | $5,087+68.2% |
| Admin fee / account holder | $89 | $93-3.8% | $7,899-98.9% | $269-66.8% |