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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 16 · EIN 46-3825461 | Consulting | $90,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,817 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,941 | $92,090+57.4% | $106,201+36.5% | $77,671+86.6% |
| Participation rate | 96.0% | 81.0%+14.9pp | 75.3%+20.7pp | 70.6%+25.4pp |
| Annual return | 13.46% | 17.89%-4.4pp | 116.26%-102.8pp | 31.21%-17.7pp |
| Employer contribution / active EE | $4,556 | $3,368+35.3% | $3,170+43.7% | $2,726+67.1% |
| Participant deferral / active EE | $6,277 | $5,386+16.5% | $5,012+25.2% | $4,648+35.1% |
| Admin fee / account holder | $272 | $219+24.0% | $11,039-97.5% | $430-36.9% |