Filed November 9, 2005 (most recent of 4 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 | $47,903 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,137 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,647 | $122,693+22.8% | $184,203-18.2% | $199,593-24.5% |
| Participation rate | 99.6% | 86.8%+12.8pp | 86.8%+12.8pp | 72.0%+27.7pp |
| Annual return | 15.51% | 143.91%-128.4pp | 28.81%-13.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,321 | $4,584-5.7% | $6,427-32.8% | $3,034+42.4% |
| Participant deferral / active EE | $8,982 | $7,990+12.4% | $9,131-1.6% | $5,087+76.6% |
| Admin fee / account holder | $76 | $121-36.7% | $13,901-99.5% | $269-71.6% |