Filed January 16, 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $233,792 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $199,788 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 52 · EIN 36-4001764 | Indirect Investment Fees | $122,420 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 52 · EIN 33-1498605 | Indirect Investment Fees | $24,500 |
Service code 99 | Other Fees | $0 |
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 | $248,936 | $110,299+125.7% | $102,423+143.0% | $199,593+24.7% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 15.09% | 35.73%-20.6pp | 29.32%-14.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,209 | $3,603+72.3% | $3,023+105.4% | $3,034+104.6% |
| Participant deferral / active EE | $9,544 | $6,376+49.7% | $5,053+88.9% | $5,087+87.6% |
| Admin fee / account holder | $210 | $122+71.4% | $9,451-97.8% | $269-22.0% |