Filed May 10, 2006 (most recent of 3 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.8+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,249,590 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,055,620 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,939 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $43,500 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP SECURITIES, INC Service code 16 · EIN 59-3099288 | Consulting | $30,000 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 16 · EIN 47-0648506 | Consulting | $20,202 |
THE VANGUARD GROUP, INC.8+ years Service code 64 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,656 | $35,293+40.7% | $77,024-35.5% | $89,394-44.5% |
| Participation rate | 96.9% | 31.3%+65.6pp | 67.9%+29.0pp | 71.3%+25.7pp |
| Annual return | -14.26% | -5.92%-8.3pp | 42.32%-56.6pp | -11.89%-2.4pp |
| Employer contribution / active EE | $2,492 | $695+258.5% | $2,812-11.4% | $3,022-17.5% |
| Participant deferral / active EE | $4,322 | $1,764+145.0% | $4,426-2.4% | $5,123-15.6% |
| Admin fee / account holder | $84 | $105-19.6% | $5,425-98.4% | $79+6.3% |