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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,286 |
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 | $44,295 | $70,908-37.5% | $98,907-55.2% | $73,488-39.7% |
| Participation rate | 83.8% | 73.8%+10.0pp | 76.0%+7.8pp | 70.7%+13.1pp |
| Annual return | 14.83% | 34.17%-19.3pp | 196.43%-181.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,511 | $2,036-25.8% | $2,689-43.8% | $2,270-33.4% |
| Participant deferral / active EE | $2,561 | $3,500-26.8% | $4,244-39.7% | $3,740-31.5% |
| Admin fee / account holder | $99 | $535-81.6% | $6,642-98.5% | $513-80.8% |