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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $329,918 |
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 | $115,586 | $82,546+40.0% | $140,016-17.4% | $75,289+53.5% |
| Participation rate | 97.8% | 88.4%+9.5pp | 87.5%+10.3pp | 72.4%+25.4pp |
| Annual return | -4.68% | -0.36%-4.3pp | 651.12%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,584 | $3,856-7.1% | $5,606-36.1% | $2,405+49.0% |
| Participant deferral / active EE | $5,950 | $5,731+3.8% | $6,927-14.1% | $3,739+59.2% |
| Admin fee / account holder | $67 | $86-21.7% | $10,705-99.4% | $102-34.4% |