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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,519 |
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 | $58,100 | $79,428-26.9% | $106,548-45.5% | $79,386-26.8% |
| Participation rate | 82.0% | 74.1%+7.8pp | 76.1%+5.8pp | 70.7%+11.2pp |
| Annual return | 18.37% | 18.27%+0.1pp | 26.80%-8.4pp | 116.85%-98.5pp |
| Employer contribution / active EE | $1,480 | $2,234-33.8% | $2,819-47.5% | $2,427-39.0% |
| Participant deferral / active EE | $2,715 | $3,823-29.0% | $4,398-38.3% | $4,046-32.9% |
| Admin fee / account holder | $114 | $523-78.1% | $7,407-98.5% | $626-81.7% |