Filed September 6, 2006
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 5-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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $63,273 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Pension Consulting | $35,000 |
Service code 11 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Actuarial | $6,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 1.11% | -2.89%+4.0pp | -2.18%+3.3pp | -82.66%+83.8pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |