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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,293 |
CONSIDINE & CONSIDINE8+ years Service code 26 · EIN 95-2694444 | Advisory (Participants) | $17,500 |
DOWLING & YAHNKE LLC2 years Service code 26 · EIN 26-0266092 | Advisory (Participants) | $11,985 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,093 | $82,664+242.5% | $125,339+125.9% | $68,494+313.3% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,402 | $3,381-29.0% | $4,814-50.1% | $2,596-7.5% |
| Participant deferral / active EE | $13,553 | $6,110+121.8% | $7,446+82.0% | $4,027+236.5% |
| Admin fee / account holder | $663 | $6,275-89.4% | $10,010-93.4% | $5,403-87.7% |