Filed January 6, 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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $81,610 |
CHAO & COMPANY, LTD2+ years Service code 27 · EIN 52-1804602 | Advisory (Plan) | $62,400 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUTTON & WILLIAMS Service code 29 · EIN 54-0572269 | Legal | $19,374 |
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT CAUSEY & HORNING, PA Service code 10 · EIN 52-1743645 | Accounting | $18,630 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $930 |
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 | $207,517 | $85,635+142.3% | $123,892+67.5% | $63,975+224.4% |
| Participation rate | 97.2% | 74.9%+22.3pp | 81.4%+15.8pp | 71.1%+26.1pp |
| Annual return | 8.65% | 15.74%-7.1pp | 47.52%-38.9pp | 48.65%-40.0pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $12,884 | $5,667+127.4% | $5,984+115.3% | $3,356+283.9% |
| Admin fee / account holder | $71 | $75-5.6% | $8,357-99.2% | $70+0.4% |