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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,765 |
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 | $72,847 | $54,237+34.3% | $90,281-19.3% | $67,579+7.8% |
| Participation rate | 99.6% | 68.6%+31.0pp | 73.3%+26.4pp | 71.3%+28.4pp |
| Annual return | 23.00% | 37.27%-14.3pp | 78.10%-55.1pp | 378.56%-355.6pp |
| Employer contribution / active EE | $6,382 | $1,846+245.7% | $2,854+123.6% | $2,148+197.1% |
| Participant deferral / active EE | $6,285 | $2,625+139.4% | $3,885+61.8% | $3,539+77.6% |
| Admin fee / account holder | $4 | $123-96.7% | $5,351-99.9% | $142-97.1% |