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 | $69,673 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,872 | $78,852-38.0% | $76,768-36.3% | $75,289-35.1% |
| Participation rate | 76.0% | 85.0%-8.9pp | 77.0%-0.9pp | 72.4%+3.6pp |
| Annual return | -3.10% | -1.29%-1.8pp | 2.43%-5.5pp | -0.04%-3.1pp |
| Employer contribution / active EE | $428 | $2,794-84.7% | $2,485-82.8% | $2,405-82.2% |
| Participant deferral / active EE | $2,847 | $4,800-40.7% | $3,852-26.1% | $3,739-23.8% |
| Admin fee / account holder | $56 | $79-29.7% | $6,675-99.2% | $102-45.7% |