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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,424 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,648 | $71,516-22.2% | $98,439-43.5% | $71,457-22.1% |
| Participation rate | 76.3% | 72.7%+3.6pp | 75.2%+1.1pp | 67.9%+8.4pp |
| Annual return | -7.08% | 32.41%-39.5pp | 21.16%-28.2pp | 28.85%-35.9pp |
| Employer contribution / active EE | $1,529 | $2,399-36.2% | $3,048-49.8% | $2,588-40.9% |
| Participant deferral / active EE | $2,767 | $4,109-32.7% | $4,738-41.6% | $4,289-35.5% |
| Admin fee / account holder | $107 | $1,675-93.6% | $8,948-98.8% | $1,587-93.2% |