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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,265 |
DOWLING & YAHNKE LLC6+ years Filed as: DOWLING & YAHNKE, LLC Service code 26 · EIN 26-0266092 | Advisory (Participants) | $11,544 |
CONSIDINE & CONSIDINE6+ years Service code 99 · EIN 95-2694444 | Other Fees | $7,000 |
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 | $357,841 | $98,750+262.4% | $149,696+139.0% | $79,858+348.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 12.55% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,556 | $3,216-20.5% | $4,644-45.0% | $2,471+3.4% |
| Participant deferral / active EE | $13,202 | $5,680+132.4% | $6,842+93.0% | $3,740+253.0% |
| Admin fee / account holder | $544 | $6,053-91.0% | $9,309-94.2% | $5,306-89.7% |