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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,417 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $15,799 |
CARON & BLETZER, PLLC4 years Service code 29 · EIN 04-3499945 | Legal | $8,750 |
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 | $361,099 | $93,131+287.7% | $106,548+238.9% | $86,799+316.0% |
| Participation rate | 99.2% | 81.4%+17.8pp | 76.1%+23.1pp | 72.3%+26.9pp |
| Annual return | 13.67% | 19.45%-5.8pp | 26.80%-13.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $7,103 | $2,895+145.3% | $2,819+152.0% | $2,405+195.3% |
| Participant deferral / active EE | $12,098 | $4,708+157.0% | $4,398+175.1% | $4,131+192.9% |
| Admin fee / account holder | $97 | $145-33.4% | $7,407-98.7% | $170-43.0% |