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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,143 |
NFP RETIREMENT INC4 years Service code 17 · EIN 33-0905143 | Pension Consulting | $11,250 |
Service code 99 | Other Fees | $0 |
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 | $37,721 | $50,815-25.8% | $155,509-75.7% | $77,643-51.4% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 13.58% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,612 | $2,822+98.9% | $5,626-0.3% | $4,647+20.8% |
| Admin fee / account holder | $104 | $437-76.1% | $15,912-99.3% | $430-75.7% |