Filed April 11, 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,025 |
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 | $38,227 | $58,083-34.2% | $80,019-52.2% | $56,287-32.1% |
| Participation rate | 82.1% | 73.6%+8.4pp | 75.8%+6.2pp | 69.9%+12.2pp |
| Annual return | 19.85% | 34.61%-14.8pp | 11.22%+8.6pp | -9.96%+29.8pp |
| Employer contribution / active EE | $1,353 | $1,932-30.0% | $2,468-45.2% | $2,111-35.9% |
| Participant deferral / active EE | $2,388 | $3,135-23.8% | $3,686-35.2% | $3,350-28.7% |
| Admin fee / account holder | $97 | $623-84.5% | $6,521-98.5% | $521-81.5% |