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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,326 |
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 | $348,569 | $136,307+155.7% | $177,821+96.0% | $73,488+374.3% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.7pp | 70.7%+27.7pp |
| Annual return | 17.39% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $11,517 | $3,712+210.3% | $5,918+94.6% | $2,270+407.3% |
| Participant deferral / active EE | $9,374 | $5,829+60.8% | $7,714+21.5% | $3,740+150.7% |
| Admin fee / account holder | $105 | $596-82.4% | $12,427-99.2% | $513-79.6% |