Filed February 28, 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,110 |
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 | $66,030 | $43,999+50.1% | $79,464-16.9% | $55,725+18.5% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.3%+25.1pp | 70.9%+27.6pp |
| Annual return | -3.96% | 1.81%-5.8pp | 718.14%-722.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $6,290 | $1,830+243.8% | $2,800+124.6% | $2,078+202.6% |
| Participant deferral / active EE | $6,214 | $2,538+144.8% | $3,704+67.8% | $3,356+85.2% |
| Admin fee / account holder | $2 | $118-98.3% | $5,113-100.0% | $115-98.3% |