Filed February 21, 2006 (most recent of 2 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $313,500 |
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 | $125,682 | $89,274+40.8% | $149,718-16.1% | $77,958+61.2% |
| Participation rate | 98.2% | 87.6%+10.6pp | 87.1%+11.1pp | 71.6%+26.5pp |
| Annual return | 15.35% | 20.36%-5.0pp | 1501.63%-1486.3pp | 20.87%-5.5pp |
| Employer contribution / active EE | $3,513 | $3,727-5.7% | $5,445-35.5% | $2,310+52.1% |
| Participant deferral / active EE | $5,731 | $5,382+6.5% | $6,569-12.8% | $3,537+62.0% |
| Admin fee / account holder | $60 | $240-74.9% | $11,283-99.5% | $97-38.1% |