Filed May 18, 2006 (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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,744 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,956 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,565 | $125,758-41.5% | $169,993-56.7% | $75,163-2.1% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 5.72% | 27.20%-21.5pp | 53.37%-47.7pp | 160.62%-154.9pp |
| Employer contribution / active EE | $2,550 | $4,615-44.7% | $6,785-62.4% | $2,670-4.5% |
| Participant deferral / active EE | $2,928 | $6,837-57.2% | $10,408-71.9% | $4,125-29.0% |
| Admin fee / account holder | $569 | $8,173-93.0% | $12,815-95.6% | $5,651-89.9% |