Filed March 9, 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,729 |
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 | $98,610 | $50,820+94.0% | $155,567-36.6% | $77,671+27.0% |
| Participation rate | 98.3% | 63.1%+35.1pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 13.80% | 34.85%-21.0pp | 64.74%-50.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $3,626 | $1,993+81.9% | $4,674-22.4% | $2,726+33.0% |
| Participant deferral / active EE | $8,110 | $2,823+187.3% | $5,628+44.1% | $4,648+74.5% |
| Admin fee / account holder | $64 | $436-85.3% | $15,916-99.6% | $430-85.1% |