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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $350,029 |
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 | $131,107 | $95,776+36.9% | $162,163-19.2% | $77,787+68.5% |
| Participation rate | 98.1% | 88.6%+9.5pp | 87.6%+10.6pp | 73.2%+24.9pp |
| Annual return | 21.43% | 37.03%-15.6pp | 115.59%-94.2pp | 32.57%-11.1pp |
| Employer contribution / active EE | $3,732 | $3,874-3.6% | $5,614-33.5% | $2,504+49.0% |
| Participant deferral / active EE | $6,121 | $6,125-0.1% | $7,298-16.1% | $3,967+54.3% |
| Admin fee / account holder | $74 | $88-15.6% | $10,843-99.3% | $100-26.0% |