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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $455,963 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $348,541 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $169,583 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER CPAS & ADVSRS Service code 99 · EIN 58-1433845 | Other Fees | $9,000 |
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 | $162,021 | $106,087+52.7% | $86,677+86.9% | $78,044+107.6% |
| Participation rate | 97.8% | 89.6%+8.2pp | 76.6%+21.2pp | 74.4%+23.3pp |
| Annual return | -15.08% | -14.87%-0.2pp | 35.91%-51.0pp | 10.87%-26.0pp |
| Employer contribution / active EE | $8,544 | $4,110+107.9% | $2,836+201.2% | $3,125+173.4% |
| Participant deferral / active EE | $10,316 | $6,851+50.6% | $4,656+121.6% | $5,084+102.9% |
| Admin fee / account holder | $140 | $81+72.8% | $7,493-98.1% | $79+77.8% |