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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,912 | $84,556-15.0% | $116,228-38.1% | $74,304-3.2% |
| Participation rate | 78.8% | 66.0%+12.8pp | 74.6%+4.3pp | 60.3%+18.5pp |
| Annual return | 17.76% | 18.35%-0.6pp | 90.06%-72.3pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,705 | $2,168-21.3% | $2,994-43.0% | $2,241-23.9% |
| Participant deferral / active EE | $3,289 | $3,814-13.8% | $4,953-33.6% | $3,767-12.7% |
| Admin fee / account holder | $119 | $3,792-96.9% | $11,989-99.0% | $2,969-96.0% |