Filed July 26, 2006 (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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $884,774 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $73,500 |
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 | $169,039 | $140,769+20.1% | $145,661+16.0% | $140,769+20.1% |
| Participation rate | 97.3% | 74.2%+23.2pp | 77.2%+20.1pp | 74.2%+23.2pp |
| Annual return | 15.76% | 16.82%-1.1pp | 101.46%-85.7pp | 16.82%-1.1pp |
| Employer contribution / active EE | $4,449 | $3,906+13.9% | $4,238+5.0% | $3,906+13.9% |
| Participant deferral / active EE | $6,795 | $6,717+1.2% | $7,198-5.6% | $6,717+1.2% |
| Admin fee / account holder | $61 | $229-73.3% | $12,466-99.5% | $229-73.3% |