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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,988 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,338 | $66,310-34.6% | $93,606-53.7% | $65,185-33.5% |
| Participation rate | 78.9% | 74.0%+4.9pp | 75.8%+3.1pp | 70.2%+8.7pp |
| Annual return | -1.07% | 42.58%-43.7pp | 32.76%-33.8pp | 29.38%-30.5pp |
| Employer contribution / active EE | $1,439 | $2,012-28.5% | $2,718-47.1% | $2,177-33.9% |
| Participant deferral / active EE | $2,612 | $3,342-21.8% | $4,069-35.8% | $3,514-25.7% |
| Admin fee / account holder | $104 | $6,897-98.5% | $7,888-98.7% | $847-87.7% |