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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $269,776 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 52 · EIN 36-4001764 | Indirect Investment Fees | $80,717 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $20,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $209,719 | $105,247+99.3% | $87,100+140.8% | $77,787+169.6% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.8pp | 73.2%+25.4pp |
| Annual return | 23.34% | 24.52%-1.2pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $5,317 | $2,895+83.7% | $2,521+110.9% | $2,504+112.3% |
| Participant deferral / active EE | $8,406 | $5,060+66.1% | $4,049+107.6% | $3,967+111.9% |
| Admin fee / account holder | $140 | $104+34.2% | $7,497-98.1% | $100+40.2% |