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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $189,743 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $136,159 |
Filed as: GALLAGHER BENEFIT SVCS LLC Service code 16 · EIN 36-4291971 | Consulting | $69,333 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,333 |
MELTON & MELTON LLP4 years Service code 99 · EIN 74-1550819 | Other Fees | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,436 | $120,450+53.1% | $159,436+15.7% | $93,030+98.3% |
| Participation rate | 97.8% | 78.0%+19.8pp | 82.8%+15.0pp | 73.9%+23.9pp |
| Annual return | 18.15% | 27.11%-9.0pp | 263.57%-245.4pp | 158.70%-140.6pp |
| Employer contribution / active EE | $5,557 | $3,526+57.6% | $4,829+15.1% | $2,706+105.4% |
| Participant deferral / active EE | $10,167 | $7,283+39.6% | $7,352+38.3% | $4,562+122.8% |
| Admin fee / account holder | $172 | $137+25.5% | $10,799-98.4% | $152+13.2% |