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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,367 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $23,533 |
CARON & BLETZER, PLLC3 years Service code 29 · EIN 04-3499945 | Legal | $17,500 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $13,181 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $340,549 | $85,135+300.0% | $98,907+244.3% | $73,409+363.9% |
| Participation rate | 99.6% | 81.1%+18.5pp | 76.0%+23.6pp | 72.2%+27.4pp |
| Annual return | 15.36% | 19.14%-3.8pp | 196.43%-181.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $6,981 | $2,721+156.6% | $2,689+159.6% | $2,234+212.5% |
| Participant deferral / active EE | $12,120 | $4,349+178.7% | $4,244+185.6% | $3,805+218.5% |
| Admin fee / account holder | $149 | $139+6.8% | $6,642-97.8% | $158-5.8% |