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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $344,753 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $153,154 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $93,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,976 | $95,918-6.2% | $151,611-40.7% | $77,904+15.5% |
| Participation rate | 97.0% | 88.7%+8.2pp | 87.5%+9.5pp | 73.7%+23.3pp |
| Annual return | -14.02% | -5.50%-8.5pp | 3.33%-17.3pp | 12.21%-26.2pp |
| Employer contribution / active EE | $3,153 | $4,330-27.2% | $6,166-48.9% | $2,848+10.7% |
| Participant deferral / active EE | $7,158 | $7,508-4.7% | $8,363-14.4% | $4,806+48.9% |
| Admin fee / account holder | $114 | $93+21.8% | $11,616-99.0% | $133-14.3% |