Filed February 21, 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 9-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $205,264 |
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 | $67,379 | $204,517-67.1% | $69,455-3.0% | $77,787-13.4% |
| Participation rate | 86.6% | 74.6%+12.0pp | 74.6%+12.0pp | 73.2%+13.4pp |
| Annual return | 29.35% | 22.10%+7.2pp | 28.97%+0.4pp | 32.57%-3.2pp |
| Employer contribution / active EE | $1,966 | $3,548-44.6% | $2,779-29.3% | $2,504-21.5% |
| Participant deferral / active EE | $3,451 | $3,478-0.8% | $3,535-2.4% | $3,967-13.0% |
| Admin fee / account holder | $102 | $101+1.4% | $3,839-97.3% | $100+2.0% |