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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,025 | $72,607-13.2% | $90,749-30.6% | $66,914-5.8% |
| Participation rate | 78.8% | 73.7%+5.2pp | 75.7%+3.1pp | 69.8%+9.0pp |
| Annual return | 9.76% | -12.28%+22.0pp | -12.16%+21.9pp | 1.58%+8.2pp |
| Employer contribution / active EE | $1,535 | $2,369-35.2% | $2,921-47.5% | $2,544-39.7% |
| Participant deferral / active EE | $2,794 | $3,977-29.7% | $4,564-38.8% | $4,237-34.1% |
| Admin fee / account holder | $117 | $707-83.5% | $8,445-98.6% | $593-80.3% |