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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,363 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $38,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,244 | $123,077+57.8% | $116,228+67.1% | $102,872+88.8% |
| Participation rate | 99.0% | 87.0%+12.0pp | 74.6%+24.5pp | 73.0%+26.0pp |
| Annual return | 14.25% | 15.84%-1.6pp | 90.06%-75.8pp | 19.06%-4.8pp |
| Employer contribution / active EE | $4,070 | $4,380-7.1% | $2,994+35.9% | $3,526+15.4% |
| Participant deferral / active EE | $10,819 | $6,746+60.4% | $4,953+118.4% | $5,535+95.5% |
| Admin fee / account holder | $98 | $115-15.3% | $11,989-99.2% | $292-66.6% |