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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,249 |
NEPC, LLC1+ years Filed as: NEPC, PLLC Service code 16 · EIN 26-1429809 | Consulting | $7,169 |
THE WAGNER LAW GROUP2+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $5,277 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,790 | $82,279+106.4% | $77,999+117.7% | $63,975+165.4% |
| Participation rate | 91.1% | 84.7%+6.4pp | 75.5%+15.6pp | 71.1%+19.9pp |
| Annual return | 7.31% | 11.20%-3.9pp | 425.96%-418.7pp | 48.65%-41.3pp |
| Employer contribution / active EE | $1,960 | $3,297-40.5% | $2,470-20.6% | $2,182-10.2% |
| Participant deferral / active EE | $6,917 | $4,538+52.4% | $3,497+97.8% | $3,356+106.1% |
| Admin fee / account holder | $95 | $81+16.9% | $5,480-98.3% | $70+35.0% |