Filed April 24, 2007 (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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,416 |
NEPC, LLC7 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $38,577 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,639 | $104,919+266.6% | $116,228+230.9% | $85,563+349.5% |
| Participation rate | 99.2% | 78.6%+20.6pp | 74.6%+24.6pp | 66.0%+33.2pp |
| Annual return | 14.72% | 15.38%-0.7pp | 90.06%-75.3pp | 31.51%-16.8pp |
| Employer contribution / active EE | $8,401 | $3,485+141.0% | $2,994+180.5% | $2,654+216.6% |
| Participant deferral / active EE | $14,739 | $5,306+177.8% | $4,953+197.6% | $4,375+236.9% |
| Admin fee / account holder | $112 | $429-73.9% | $11,989-99.1% | $834-86.6% |