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.10+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,830,483 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,484,803 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $125,481 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $85,500 |
DOREREN MAYHEW & CO P C1 year Filed as: DOREREN MAYHEW & CO. P.C. Service code 10 · EIN 38-2492570 | Accounting | $23,505 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 15 · EIN 13-1459550 | Recordkeeping | $16,640 |
NOVA 401(K) ASSOCIATES1 year Service code 15 · EIN 20-1181458 | Recordkeeping | $12,046 |
THE VANGUARD GROUP, INC.10+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $65,551 | $42,127+55.6% | $84,966-22.8% | $106,382-38.4% |
| Participation rate | 95.8% | 36.6%+59.2pp | 67.5%+28.3pp | 69.9%+25.9pp |
| Annual return | 12.92% | 36.21%-23.3pp | 66.38%-53.5pp | 17.37%-4.5pp |
| Employer contribution / active EE | $2,653 | $825+221.5% | $2,727-2.7% | $3,364-21.1% |
| Participant deferral / active EE | $4,687 | $2,066+126.9% | $4,519+3.7% | $5,569-15.8% |
| Admin fee / account holder | $75 | $114-33.7% | $6,149-98.8% | $79-5.0% |