Filed October 5, 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 | $19,009 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,154 | $89,739+183.2% | $149,718+69.8% | $62,292+308.0% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 16.94% | 21.01%-4.1pp | 1501.63%-1484.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $11,867 | $3,233+267.1% | $5,445+117.9% | $2,042+481.1% |
| Participant deferral / active EE | $9,235 | $4,797+92.5% | $6,569+40.6% | $3,169+191.4% |
| Admin fee / account holder | $75 | $551-86.5% | $11,283-99.3% | $479-84.4% |