Filed April 9, 2008 (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.11+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $94,385 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $85,539 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,640 | $119,446+233.7% | $150,045+165.7% | $85,563+365.9% |
| Participation rate | 98.6% | 75.4%+23.1pp | 82.3%+16.2pp | 66.0%+32.6pp |
| Annual return | 16.85% | 23.72%-6.9pp | 62.55%-45.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $18,803 | $4,078+361.1% | $4,693+300.7% | $2,654+608.6% |
| Participant deferral / active EE | $11,906 | $7,985+49.1% | $7,997+48.9% | $4,375+172.1% |
| Admin fee / account holder | $244 | $548-55.5% | $13,435-98.2% | $834-70.8% |