Filed May 8, 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $24,585 |
DOWLING & YAHNKE LLC2+ years Filed as: DOWLING & YAHNKE, LLC Service code 26 · EIN 26-0266092 | Advisory (Participants) | $16,141 |
CONSIDINE & CONSIDINE1 year Filed as: CONSIDINE CONSIDINE CPA Service code 10 · EIN 95-2694444 | Accounting | $13,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,321 | $75,183+178.4% | $123,892+69.0% | $55,167+279.4% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 5.36% | 19.01%-13.6pp | 47.52%-42.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $2,250 | $2,823-20.3% | $4,617-51.3% | $1,963+14.7% |
| Participant deferral / active EE | $9,049 | $5,084+78.0% | $5,984+51.2% | $3,054+196.3% |
| Admin fee / account holder | $774 | $663+16.8% | $8,357-90.7% | $504+53.6% |