Filed November 9, 2005
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 | $63,028 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $43,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,339 | $104,919+50.9% | $116,228+36.2% | $85,563+85.1% |
| Participation rate | 96.5% | 78.6%+17.9pp | 74.6%+22.0pp | 66.0%+30.5pp |
| Annual return | 14.44% | 15.38%-0.9pp | 90.06%-75.6pp | 31.51%-17.1pp |
| Employer contribution / active EE | $4,670 | $3,485+34.0% | $2,994+56.0% | $2,654+76.0% |
| Participant deferral / active EE | $6,533 | $5,306+23.1% | $4,953+31.9% | $4,375+49.3% |
| Admin fee / account holder | $182 | $429-57.5% | $11,989-98.5% | $834-78.2% |