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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,083 |
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 | $48,098 | $36,916+30.3% | $156,549-69.3% | $57,658-16.6% |
| Participation rate | 97.1% | 63.4%+33.7pp | 84.0%+13.1pp | 70.2%+26.9pp |
| Annual return | 8.27% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,279 | $1,571+45.1% | $5,501-58.6% | $1,974+15.5% |
| Participant deferral / active EE | $3,883 | $1,926+101.6% | $4,871-20.3% | $3,061+26.9% |
| Admin fee / account holder | $36 | $82-56.0% | $13,027-99.7% | $95-61.6% |