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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,775 |
DOWLING & YAHNKE LLC4+ years Filed as: DOWLING & YAHNKE, LLC Service code 26 · EIN 26-0266092 | Advisory (Participants) | $17,504 |
CONSIDINE & CONSIDINE4+ years Service code 10 · EIN 95-2694444 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $232,479 | $77,813+198.8% | $123,544+88.2% | $64,186+262.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.80% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,060 | $3,014-31.7% | $4,628-55.5% | $2,381-13.5% |
| Participant deferral / active EE | $10,411 | $5,240+98.7% | $6,426+62.0% | $3,470+200.1% |
| Admin fee / account holder | $509 | $5,519-90.8% | $9,284-94.5% | $4,888-89.6% |