Filed January 17, 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 |
|---|---|---|
RETIRERIGHT LLC1 year Filed as: RETIRE RIGHT LLC Service code 27 · EIN 83-4477635 | Advisory (Plan) | $40,247 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,432 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,238 | $88,087+148.9% | $164,866+33.0% | $74,546+194.1% |
| Participation rate | 84.2% | 73.1%+11.1pp | 78.6%+5.6pp | 67.2%+17.0pp |
| Annual return | 16.17% | 17.27%-1.1pp | 69.97%-53.8pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $8,884 | $2,595+242.3% | $4,343+104.6% | $2,624+238.5% |
| Participant deferral / active EE | $9,843 | $4,499+118.8% | $6,033+63.2% | $4,347+126.4% |
| Admin fee / account holder | $451 | $2,232-79.8% | $12,689-96.4% | $1,944-76.8% |