Filed April 6, 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $324,863 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $244,836 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,071 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,927 | $160,882-12.4% | $200,582-29.7% | $102,872+37.0% |
| Participation rate | 97.5% | 91.2%+6.4pp | 86.9%+10.6pp | 73.0%+24.5pp |
| Annual return | 16.08% | 18.15%-2.1pp | 42.33%-26.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $3,565 | $5,602-36.4% | $6,419-44.5% | $3,526+1.1% |
| Participant deferral / active EE | $8,814 | $9,300-5.2% | $9,331-5.5% | $5,535+59.2% |
| Admin fee / account holder | $131 | $125+5.2% | $16,305-99.2% | $292-55.1% |