Filed March 21, 2006 (most recent of 4 filings on file)
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 | $171,281 |
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 | $134,581 | $127,481+5.6% | $149,696-10.1% | $90,288+49.1% |
| Participation rate | 98.5% | 78.2%+20.3pp | 82.5%+16.1pp | 73.4%+25.2pp |
| Annual return | 14.19% | 57.78%-43.6pp | 276.60%-262.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $6,457 | $3,448+87.3% | $4,644+39.0% | $2,524+155.8% |
| Participant deferral / active EE | $5,703 | $6,975-18.2% | $6,842-16.6% | $4,232+34.7% |
| Admin fee / account holder | $53 | $152-65.1% | $9,309-99.4% | $114-53.6% |