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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,675 |
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 | $89,548 | $52,670+70.0% | $90,404-0.9% | $73,409+22.0% |
| Participation rate | 99.6% | 67.7%+32.0pp | 72.7%+27.0pp | 72.2%+27.5pp |
| Annual return | 20.77% | 20.70%+0.1pp | 1293.02%-1272.2pp | 59.29%-38.5pp |
| Employer contribution / active EE | $6,222 | $1,872+232.4% | $3,262+90.7% | $2,234+178.6% |
| Participant deferral / active EE | $6,010 | $2,807+114.1% | $3,963+51.6% | $3,805+57.9% |
| Admin fee / account holder | $6 | $117-95.3% | $5,611-99.9% | $158-96.5% |