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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,476 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $37,490 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 29 · EIN 04-3499945 | Legal | $19,800 |
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 | $355,828 | $92,055+286.5% | $106,213+235.0% | $77,643+358.3% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 13.11% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $8,086 | $3,367+140.1% | $3,171+155.0% | $2,726+196.6% |
| Participant deferral / active EE | $13,859 | $5,386+157.3% | $5,016+176.3% | $4,647+198.2% |
| Admin fee / account holder | $125 | $219-42.9% | $11,033-98.9% | $430-71.0% |