Filed September 2, 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 | $546,136 |
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 | $169,031 | $105,247+60.6% | $87,100+94.1% | $77,787+117.3% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.9pp | 73.2%+25.5pp |
| Annual return | 26.17% | 24.52%+1.6pp | 28.19%-2.0pp | 32.57%-6.4pp |
| Employer contribution / active EE | $8,804 | $2,895+204.2% | $2,521+249.2% | $2,504+251.5% |
| Participant deferral / active EE | $8,274 | $5,060+63.5% | $4,049+104.4% | $3,967+108.6% |
| Admin fee / account holder | $143 | $104+36.8% | $7,497-98.1% | $100+42.8% |