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 Service code 15 · EIN 23-1945930 | Recordkeeping | $217,645 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 16 · EIN 36-4291971 | Consulting | $69,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $20,000 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $13,127 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,471 | $88,874+33.3% | $123,544-4.1% | $75,289+57.4% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.3%+16.2pp | 72.4%+26.0pp |
| Annual return | -5.05% | 4.22%-9.3pp | 119.20%-124.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $5,313 | $3,256+63.2% | $4,628+14.8% | $2,405+120.9% |
| Participant deferral / active EE | $9,299 | $6,174+50.6% | $6,426+44.7% | $3,739+148.7% |
| Admin fee / account holder | $134 | $95+41.3% | $9,284-98.6% | $102+30.6% |