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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,069 |
Participant 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 | $36,408 | $73,404-50.4% | $87,100-58.2% | $67,579-46.1% |
| Participation rate | 94.1% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 20.63% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-357.9pp |
| Employer contribution / active EE | $711 | $2,014-64.7% | $2,521-71.8% | $2,148-66.9% |
| Participant deferral / active EE | $1,672 | $3,913-57.3% | $4,049-58.7% | $3,539-52.8% |
| Admin fee / account holder | $112 | $142-21.0% | $7,497-98.5% | $142-21.4% |