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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,839 |
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 | $42,961 | $79,519-46.0% | $95,952-55.2% | $73,409-41.5% |
| Participation rate | 92.8% | 81.2%+11.7pp | 77.1%+15.8pp | 72.2%+20.7pp |
| Annual return | 12.52% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $896 | $2,048-56.2% | $2,541-64.7% | $2,234-59.9% |
| Participant deferral / active EE | $1,993 | $4,138-51.8% | $4,167-52.2% | $3,805-47.6% |
| Admin fee / account holder | $130 | $184-29.5% | $6,795-98.1% | $158-17.7% |