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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $323,247 |
Filed as: DIMEO SCHNEIDER & ASSOC., LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,499 |
GUIDESPARK1 year Filed as: GUIDESPARK, INC. Service code 99 · EIN 26-2229814 | Other Fees | $13,230 |
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 | $80,179 | $89,274-10.2% | $149,718-46.4% | $77,958+2.8% |
| Participation rate | 94.9% | 87.6%+7.3pp | 87.1%+7.9pp | 71.6%+23.3pp |
| Annual return | 15.67% | 20.36%-4.7pp | 1501.63%-1486.0pp | 20.87%-5.2pp |
| Employer contribution / active EE | $1,652 | $3,727-55.7% | $5,445-69.7% | $2,310-28.5% |
| Participant deferral / active EE | $4,863 | $5,382-9.7% | $6,569-26.0% | $3,537+37.5% |
| Admin fee / account holder | $87 | $240-63.6% | $11,283-99.2% | $97-10.3% |