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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,286 |
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 | $50,316 | $60,165-16.4% | $74,183-32.2% | $55,167-8.8% |
| Participation rate | 98.8% | 74.2%+24.7pp | 76.6%+22.2pp | 69.0%+29.8pp |
| Annual return | 7.46% | 10.00%-2.5pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $245 | $1,600-84.7% | $2,370-89.7% | $1,963-87.5% |
| Participant deferral / active EE | $3,091 | $2,973+4.0% | $3,550-12.9% | $3,054+1.2% |
| Admin fee / account holder | $31 | $419-92.7% | $5,586-99.4% | $504-93.9% |