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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $521,941 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,096 |
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 | $213,882 | $176,491+21.2% | $95,952+122.9% | $90,288+136.9% |
| Participation rate | 98.3% | 86.6%+11.8pp | 77.1%+21.3pp | 73.4%+25.0pp |
| Annual return | 26.01% | 20.14%+5.9pp | 91.61%-65.6pp | 53.97%-28.0pp |
| Employer contribution / active EE | $7,595 | $2,789+172.4% | $2,541+198.9% | $2,524+200.9% |
| Participant deferral / active EE | $10,146 | $5,340+90.0% | $4,167+143.5% | $4,232+139.7% |
| Admin fee / account holder | $108 | $154-30.1% | $6,795-98.4% | $114-5.6% |