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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,239 | $47,722+72.3% | $82,719-0.6% | $64,808+26.9% |
| Participation rate | 99.3% | 67.6%+31.6pp | 72.6%+26.7pp | 71.5%+27.8pp |
| Annual return | -16.98% | -13.05%-3.9pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $6,814 | $2,179+212.7% | $3,009+126.5% | $2,506+171.9% |
| Participant deferral / active EE | $6,609 | $3,329+98.5% | $4,395+50.4% | $4,310+53.3% |
| Admin fee / account holder | $7 | $143-95.0% | $5,329-99.9% | $188-96.2% |