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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,605 |
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 | $99,074 | $52,208+89.8% | $86,612+14.4% | $74,419+33.1% |
| Participation rate | 99.3% | 66.3%+33.0pp | 71.7%+27.6pp | 70.7%+28.6pp |
| Annual return | 19.64% | 44.46%-24.8pp | 591.07%-571.4pp | 34.38%-14.7pp |
| Employer contribution / active EE | $7,714 | $2,282+238.0% | $3,022+155.2% | $2,637+192.5% |
| Participant deferral / active EE | $7,429 | $3,383+119.6% | $4,438+67.4% | $4,528+64.1% |
| Admin fee / account holder | $8 | $319-97.3% | $5,614-99.8% | $348-97.6% |