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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $161,263 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,134 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $44,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,664 | $107,459+62.5% | $135,903+28.5% | $80,160+117.9% |
| Participation rate | 98.3% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 19.31% | 91.91%-72.6pp | 68.23%-48.9pp | 40.38%-21.1pp |
| Employer contribution / active EE | $5,788 | $3,877+49.3% | $4,856+19.2% | $2,978+94.4% |
| Participant deferral / active EE | $11,109 | $8,195+35.6% | $7,758+43.2% | $5,017+121.4% |
| Admin fee / account holder | $139 | $127+9.4% | $10,762-98.7% | $145-4.2% |