Filed February 4, 2006 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $331,331 |
ABEL NOSER SOLUTIONS1+ years Filed as: ABEL NOSER, LLC Service code 71 · EIN 81-2351666 | Brokerage Fees | $4,444 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $0 | $95,776-100.0% | $162,163-100.0% | $77,787-100.0% |
| Participation rate | 99.3% | 88.6%+10.7pp | 87.6%+11.8pp | 73.2%+26.1pp |
| Annual return | -78.99% | 37.03%-116.0pp | 115.59%-194.6pp | 32.57%-111.6pp |
| Employer contribution / active EE | $6,960 | $3,874+79.7% | $5,614+24.0% | $2,504+177.9% |
| Participant deferral / active EE | $10,734 | $6,125+75.2% | $7,298+47.1% | $3,967+170.6% |
| Admin fee / account holder | $105 | $88+19.4% | $10,843-99.0% | $100+4.6% |