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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $92,110 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $30,529 |
CARON & BLETZER, PLLC2 years Service code 29 · EIN 04-3499945 | Legal | $17,500 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $13,800 |
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 | $299,301 | $74,347+302.6% | $93,606+219.7% | $67,579+342.9% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.8pp | 71.3%+28.3pp |
| Annual return | 20.66% | 28.07%-7.4pp | 32.76%-12.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $7,168 | $2,583+177.5% | $2,718+163.7% | $2,148+233.8% |
| Participant deferral / active EE | $11,481 | $4,060+182.8% | $4,069+182.2% | $3,539+224.4% |
| Admin fee / account holder | $149 | $123+21.7% | $7,888-98.1% | $142+4.9% |