Filed August 4, 2006
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,386 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $36,000 |
Filed as: CBIZ - MAYER HOFFMANN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,712 | $89,465+20.4% | $164,866-34.7% | $77,671+38.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 78.6%+16.6pp | 70.6%+24.6pp |
| Annual return | 14.20% | 28.81%-14.6pp | 69.97%-55.8pp | 31.21%-17.0pp |
| Employer contribution / active EE | $2,525 | $2,568-1.7% | $4,343-41.9% | $2,726-7.4% |
| Participant deferral / active EE | $6,311 | $4,897+28.9% | $6,033+4.6% | $4,648+35.8% |
| Admin fee / account holder | $234 | $340-31.2% | $12,689-98.2% | $430-45.7% |