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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,334 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $38,022 |
CARON & BLETZER, PLLC5 years Service code 29 · EIN 04-3499945 | Legal | $18,600 |
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 | $286,517 | $81,908+249.8% | $90,749+215.7% | $64,808+342.1% |
| Participation rate | 99.1% | 80.5%+18.6pp | 75.7%+23.4pp | 71.5%+27.6pp |
| Annual return | -15.04% | -12.53%-2.5pp | -12.16%-2.9pp | 32.82%-47.9pp |
| Employer contribution / active EE | $7,586 | $3,065+147.5% | $2,921+159.7% | $2,506+202.7% |
| Participant deferral / active EE | $12,863 | $4,840+165.7% | $4,564+181.8% | $4,310+198.4% |
| Admin fee / account holder | $146 | $157-6.9% | $8,445-98.3% | $188-22.1% |