Filed June 14, 2006 (most recent of 5 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,935 |
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 | $240,309 | $70,667+240.1% | $123,104+95.2% | $52,331+359.2% |
| Participation rate | 98.1% | 83.7%+14.3pp | 86.8%+11.3pp | 68.1%+30.0pp |
| Annual return | -0.14% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $10,776 | $2,946+265.8% | $5,151+109.2% | $1,882+472.7% |
| Participant deferral / active EE | $12,355 | $4,493+175.0% | $6,230+98.3% | $3,022+308.8% |
| Admin fee / account holder | $10 | $506-98.1% | $9,015-99.9% | $592-98.4% |