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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $237,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,089 | $105,581-24.1% | $70,449+13.7% | $90,288-11.3% |
| Participation rate | 89.0% | 77.5%+11.5pp | 75.1%+13.9pp | 73.4%+15.6pp |
| Annual return | 25.35% | 14.78%+10.6pp | 109.03%-83.7pp | 53.97%-28.6pp |
| Employer contribution / active EE | $2,583 | $3,304-21.8% | $2,737-5.6% | $2,524+2.3% |
| Participant deferral / active EE | $4,574 | $3,813+20.0% | $3,709+23.3% | $4,232+8.1% |
| Admin fee / account holder | $113 | $68+66.8% | $3,845-97.1% | $114-1.2% |