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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,356 |
NFP RETIREMENT INC1 year Service code 17 · EIN 33-0905143 | Pension Consulting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,452 | $56,485-49.6% | $185,823-84.7% | $86,799-67.2% |
| Participation rate | 95.7% | 65.5%+30.3pp | 81.7%+14.0pp | 72.3%+23.5pp |
| Annual return | 18.20% | 118.04%-99.8pp | 122.05%-103.8pp | 97.91%-79.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,170 | $2,553+102.5% | $5,568-7.2% | $4,131+25.1% |
| Admin fee / account holder | $122 | $150-18.5% | $16,237-99.2% | $170-28.1% |