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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $442,009 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $289,572 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,684 |
FRAZIER & DEETER, LLC1 year Service code 27 · EIN 58-1433845 | Advisory (Plan) | $20,500 |
BDO USA, LLP1 year Service code 27 · EIN 13-5381590 | Advisory (Plan) | $12,830 |
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 | $199,462 | $134,619+48.2% | $111,297+79.2% | $101,517+96.5% |
| Participation rate | 97.8% | 89.0%+8.8pp | 77.3%+20.5pp | 74.6%+23.3pp |
| Annual return | 14.66% | 17.96%-3.3pp | 54.65%-40.0pp | 21.00%-6.3pp |
| Employer contribution / active EE | $8,224 | $3,829+114.8% | $2,731+201.1% | $2,973+176.6% |
| Participant deferral / active EE | $10,116 | $6,572+53.9% | $4,487+125.4% | $4,873+107.6% |
| Admin fee / account holder | $126 | $86+46.2% | $7,964-98.4% | $139-9.5% |