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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $277,911 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $64,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $16,000 |
MELTON & MELTON LLP3 years Service code 16 · EIN 74-1550819 | Consulting | $14,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,413 | $127,481+29.0% | $149,696+9.8% | $90,288+82.1% |
| Participation rate | 98.9% | 78.2%+20.7pp | 82.5%+16.4pp | 73.4%+25.6pp |
| Annual return | 15.04% | 57.78%-42.7pp | 276.60%-261.6pp | 53.97%-38.9pp |
| Employer contribution / active EE | $5,186 | $3,448+50.4% | $4,644+11.7% | $2,524+105.5% |
| Participant deferral / active EE | $9,296 | $6,975+33.3% | $6,842+35.9% | $4,232+119.6% |
| Admin fee / account holder | $157 | $152+3.5% | $9,309-98.3% | $114+37.6% |