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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $263,045 |
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 | $16,000 |
MELTON & MELTON LLP2 years Service code 99 · EIN 74-1550819 | Other Fees | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,014 | $101,523+39.9% | $141,162+0.6% | $77,787+82.6% |
| Participation rate | 99.4% | 77.4%+22.0pp | 82.5%+16.9pp | 73.2%+26.2pp |
| Annual return | 22.72% | 56.22%-33.5pp | 71.39%-48.7pp | 32.57%-9.9pp |
| Employer contribution / active EE | $5,182 | $3,341+55.1% | $4,735+9.4% | $2,504+106.9% |
| Participant deferral / active EE | $9,087 | $6,434+41.2% | $6,709+35.4% | $3,967+129.1% |
| Admin fee / account holder | $148 | $92+62.0% | $10,261-98.6% | $100+48.2% |