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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,690 |
CONSIDINE & CONSIDINE5+ years Service code 99 · EIN 95-2694444 | Other Fees | $23,900 |
DOWLING & YAHNKE LLC5+ years Filed as: DOWLING & YAHNKE, LLC Service code 26 · EIN 26-0266092 | Advisory (Participants) | $11,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,075 | $89,355+215.7% | $141,162+99.8% | $72,985+286.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.25% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,436 | $3,114-21.8% | $4,735-48.6% | $2,440-0.2% |
| Participant deferral / active EE | $12,180 | $5,418+124.8% | $6,709+81.6% | $3,607+237.6% |
| Admin fee / account holder | $566 | $5,958-90.5% | $10,261-94.5% | $5,124-88.9% |