Filed December 28, 2006 (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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $548,834 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $484,290 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,192 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER,LLC Service code 99 · EIN 58-1433845 | Other Fees | $5,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $216,261 | $159,391+35.7% | $102,423+111.1% | $99,062+118.3% |
| Participation rate | 98.5% | 88.6%+10.0pp | 76.5%+22.1pp | 71.6%+26.9pp |
| Annual return | 13.96% | 19.03%-5.1pp | 29.32%-15.4pp | 17.66%-3.7pp |
| Employer contribution / active EE | $10,051 | $4,207+138.9% | $3,023+232.5% | $3,262+208.1% |
| Participant deferral / active EE | $12,240 | $7,498+63.2% | $5,053+142.2% | $5,331+129.6% |
| Admin fee / account holder | $158 | $159-0.4% | $9,451-98.3% | $109+45.4% |