Filed October 12, 2007
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 26 153 CORDAVILLE ROAD, SUITE 230 · SOUTHBOROUGH, MA 01722 | Advisory (Participants) | $15,350 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $8,673 |
Filed as: TRANSITION FINANCE STRATEGIES DBA Service code 13 BLUE RIDGE ESOP ASSOCIATES · CHARLOTTEVILLE, VA 22911 | Contract Administrator | $1,350 |
Employer contribution per participant 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 | $60,934 | $101,317-39.9% | $146,958-58.5% | $74,495-18.2% |
| Participation rate | 91.1% | 75.5%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 13.85% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $589 | $3,810-84.6% | $4,933-88.1% | $2,623-77.6% |
| Participant deferral / active EE | $6,180 | $7,303-15.4% | $8,070-23.4% | $4,346+42.2% |
| Admin fee / account holder | $188 | $1,739-89.2% | $12,998-98.6% | $1,942-90.3% |