Filed April 14, 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 | $61,230 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $15,000 |
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 | $23,009 | $52,293-56.0% | $178,490-87.1% | $73,409-68.7% |
| Participation rate | 97.5% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.3pp |
| Annual return | 18.52% | 34.75%-16.2pp | 151.07%-132.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,354 | $2,332+86.7% | $5,202-16.3% | $3,805+14.4% |
| Admin fee / account holder | $123 | $127-3.7% | $13,984-99.1% | $158-22.4% |