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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,877 |
CARON & BLETZER, PLLC1 year Service code 29 · EIN 04-3499945 | Legal | $9,840 |
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 | $253,016 | $65,223+287.9% | $80,019+216.2% | $55,725+354.0% |
| Participation rate | 98.6% | 80.6%+18.0pp | 75.8%+22.8pp | 70.9%+27.7pp |
| Annual return | -4.57% | 7.59%-12.2pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $6,885 | $2,544+170.6% | $2,468+179.0% | $2,078+231.3% |
| Participant deferral / active EE | $10,656 | $3,881+174.6% | $3,686+189.1% | $3,356+217.6% |
| Admin fee / account holder | $98 | $114-14.6% | $6,521-98.5% | $115-15.3% |