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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $572,792 |
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 | $193,888 | $176,491+9.9% | $95,952+102.1% | $90,288+114.7% |
| Participation rate | 99.1% | 86.6%+12.5pp | 77.1%+22.0pp | 73.4%+25.7pp |
| Annual return | 13.87% | 20.14%-6.3pp | 91.61%-77.7pp | 53.97%-40.1pp |
| Employer contribution / active EE | $4,346 | $2,789+55.8% | $2,541+71.0% | $2,524+72.2% |
| Participant deferral / active EE | $8,411 | $5,340+57.5% | $4,167+101.8% | $4,232+98.7% |
| Admin fee / account holder | $142 | $154-7.8% | $6,795-97.9% | $114+24.5% |