Filed July 18, 2006
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 | $339,197 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 · EIN 22-3189064 | Consulting | $30,300 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $18,295 |
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 | $124,425 | $221,442-43.8% | $92,233+34.9% | $77,958+59.6% |
| Participation rate | 94.7% | 79.6%+15.1pp | 76.5%+18.2pp | 71.6%+23.0pp |
| Annual return | 18.93% | 15.65%+3.3pp | 176.28%-157.4pp | 20.87%-1.9pp |
| Employer contribution / active EE | $3,096 | $3,226-4.0% | $3,679-15.8% | $2,310+34.0% |
| Participant deferral / active EE | $8,521 | $2,779+206.6% | $3,897+118.7% | $3,537+141.0% |
| Admin fee / account holder | $100 | $210-52.3% | $5,194-98.1% | $97+2.7% |