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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,753 |
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 | $300,801 | $98,982+203.9% | $162,163+85.5% | $65,185+361.5% |
| Participation rate | 99.4% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.2pp |
| Annual return | 21.72% | 24.84%-3.1pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $11,310 | $3,467+226.2% | $5,614+101.5% | $2,177+419.6% |
| Participant deferral / active EE | $9,185 | $5,384+70.6% | $7,298+25.9% | $3,514+161.4% |
| Admin fee / account holder | $88 | $596-85.3% | $10,843-99.2% | $847-89.6% |