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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,605 |
NFP RETIREMENT INC3 years Service code 17 · EIN 13-4096969 | Pension Consulting | $22,500 |
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 | $34,365 | $47,126-27.1% | $149,673-77.0% | $74,419-53.8% |
| Participation rate | 96.6% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+25.9pp |
| Annual return | 20.45% | 22.75%-2.3pp | 134.42%-114.0pp | 34.38%-13.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,097 | $2,728+123.5% | $5,680+7.3% | $4,528+34.6% |
| Admin fee / account holder | $123 | $343-64.2% | $13,210-99.1% | $348-64.8% |