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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,822 |
NEPC, LLC5 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $36,257 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC 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 | $320,065 | $84,784+277.5% | $98,439+225.1% | $74,419+330.1% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 17.16% | 20.59%-3.4pp | 21.16%-4.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $7,482 | $3,364+122.4% | $3,048+145.5% | $2,637+183.7% |
| Participant deferral / active EE | $12,788 | $5,218+145.1% | $4,738+169.9% | $4,528+182.4% |
| Admin fee / account holder | $126 | $204-38.4% | $8,948-98.6% | $348-63.8% |