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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,571 |
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 | $36,478 | $65,118-44.0% | $76,768-52.5% | $55,725-34.5% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.0%+18.2pp | 70.9%+24.3pp |
| Annual return | -5.36% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $567 | $1,941-70.8% | $2,485-77.2% | $2,078-72.7% |
| Participant deferral / active EE | $2,273 | $3,688-38.4% | $3,852-41.0% | $3,356-32.3% |
| Admin fee / account holder | $102 | $116-12.1% | $6,675-98.5% | $115-11.6% |