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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $92,821 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NPEC, LLC Service code 16 · EIN 26-1429809 | Consulting | $43,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,382 | $75,284+257.8% | $91,001+196.0% | $69,631+286.9% |
| Participation rate | 97.9% | 80.4%+17.5pp | 75.6%+22.3pp | 70.7%+27.2pp |
| Annual return | 15.53% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $6,656 | $2,473+169.2% | $2,456+171.1% | $2,032+227.6% |
| Participant deferral / active EE | $9,702 | $3,700+162.2% | $3,547+173.5% | $3,224+201.0% |
| Admin fee / account holder | $136 | $111+23.3% | $5,417-97.5% | $110+23.5% |