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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,043 |
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 | $250,828 | $79,523+215.4% | $140,016+79.1% | $56,287+345.6% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+11.9pp | 69.9%+29.5pp |
| Annual return | -5.42% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $11,931 | $3,350+256.1% | $5,606+112.8% | $2,111+465.2% |
| Participant deferral / active EE | $9,385 | $5,129+83.0% | $6,927+35.5% | $3,350+180.2% |
| Admin fee / account holder | $79 | $614-87.2% | $10,705-99.3% | $521-84.9% |