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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,908 |
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 | $50,757 | $64,909-21.8% | $82,313-38.3% | $62,292-18.5% |
| Participation rate | 96.6% | 74.9%+21.7pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 15.65% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $316 | $1,676-81.1% | $2,428-87.0% | $2,042-84.5% |
| Participant deferral / active EE | $2,858 | $3,103-7.9% | $3,706-22.9% | $3,169-9.8% |
| Admin fee / account holder | $111 | $440-74.8% | $5,608-98.0% | $479-76.9% |