Filed April 7, 2006 (most recent of 2 filings on file)
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,069 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,305 | $54,320-1.9% | $67,652-21.2% | $52,331+1.9% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.7%+22.4pp | 68.1%+30.0pp |
| Annual return | -0.48% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $123 | $1,544-92.0% | $2,266-94.6% | $1,882-93.5% |
| Participant deferral / active EE | $3,217 | $2,950+9.1% | $3,560-9.6% | $3,022+6.5% |
| Admin fee / account holder | $32 | $527-93.8% | $4,821-99.3% | $592-94.5% |