Filed June 29, 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,324,429 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,084,879 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $77,252 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $43,142 |
Filed as: TOWERS WATSON INVESTMENT SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $21,300 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $15,326 |
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 | $140,175 | $178,759-21.6% | $102,423+36.9% | $106,382+31.8% |
| Participation rate | 98.1% | 91.3%+6.8pp | 76.5%+21.6pp | 69.9%+28.3pp |
| Annual return | 13.86% | 17.23%-3.4pp | 29.32%-15.5pp | 17.37%-3.5pp |
| Employer contribution / active EE | $4,618 | $5,750-19.7% | $3,023+52.7% | $3,364+37.3% |
| Participant deferral / active EE | $6,442 | $9,466-31.9% | $5,053+27.5% | $5,569+15.7% |
| Admin fee / account holder | $97 | $62+56.2% | $9,451-99.0% | $79+22.5% |