Filed October 11, 2007
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $196,898 |
Filed as: ALLIANT RETIREMENT SVCS LLC Service code 16 · EIN 33-0785439 | Consulting | $190,667 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $163,139 |
MELTON & MELTON LLP7 years Service code 99 · EIN 74-1550819 | Other Fees | $28,000 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,677 | $122,186+61.8% | $146,958+34.5% | $199,593-1.0% |
| Participation rate | 98.6% | 78.3%+20.3pp | 82.2%+16.5pp | 72.0%+26.6pp |
| Annual return | 15.74% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $6,608 | $4,093+61.4% | $4,933+34.0% | $3,034+117.8% |
| Participant deferral / active EE | $12,349 | $8,502+45.2% | $8,070+53.0% | $5,087+142.8% |
| Admin fee / account holder | $219 | $179+22.5% | $12,998-98.3% | $269-18.6% |