Filed March 5, 2006
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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $40,106 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 28 · EIN 23-2811930 | Investment Management | $37,274 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $9,899 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $835 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,067 | $76,173+16.9% | $81,382+9.4% | $199,593-55.4% |
| Participation rate | 98.1% | 76.3%+21.9pp | 69.5%+28.6pp | 72.0%+26.2pp |
| Annual return | 16.57% | 15.59%+1.0pp | 24.73%-8.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $5,720 | $2,792+104.9% | $2,463+132.3% | $3,034+88.5% |
| Participant deferral / active EE | $3,531 | $4,201-16.0% | $3,883-9.1% | $5,087-30.6% |
| Admin fee / account holder | $46 | $146-68.2% | $5,768-99.2% | $269-82.7% |