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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $195,610 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,583 |
MELTON & MELTON LLP5 years Service code 99 · EIN 74-1550819 | Other Fees | $25,500 |
Filed as: ALLIANT RETIREMENT SVCS LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $22,000 |
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 | $148,367 | $95,388+55.5% | $125,339+18.4% | $77,904+90.4% |
| Participation rate | 97.8% | 78.6%+19.2pp | 82.4%+15.4pp | 73.7%+24.1pp |
| Annual return | -16.37% | 116.19%-132.6pp | 572.05%-588.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $5,481 | $3,666+49.5% | $4,814+13.9% | $2,848+92.5% |
| Participant deferral / active EE | $10,479 | $7,711+35.9% | $7,446+40.7% | $4,806+118.0% |
| Admin fee / account holder | $151 | $119+26.9% | $10,010-98.5% | $133+13.8% |