Filed February 24, 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $239,002 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $152,741 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 16 · EIN 43-1270780 | Consulting | $121,153 |
Filed as: LOCKTON-DUNNING SERIES LOCKTON CO Service code 16 · EIN 20-3354970 | Consulting | $34,510 |
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 | $288,705 | $102,872+180.6% | $180,183+60.2% | $102,872+180.6% |
| Participation rate | 98.3% | 73.0%+25.2pp | 77.4%+20.8pp | 73.0%+25.2pp |
| Annual return | 15.48% | 19.06%-3.6pp | 27.86%-12.4pp | 19.06%-3.6pp |
| Employer contribution / active EE | $2,301 | $3,526-34.7% | $5,039-54.3% | $3,526-34.7% |
| Participant deferral / active EE | $2,992 | $5,535-45.9% | $6,822-56.1% | $5,535-45.9% |
| Admin fee / account holder | $185 | $292-36.7% | $19,975-99.1% | $292-36.7% |