Filed July 30, 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 | $10,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,905 | $84,784-3.4% | $98,439-16.8% | $74,419+10.1% |
| Participation rate | 99.1% | 81.5%+17.5pp | 75.2%+23.9pp | 70.7%+28.3pp |
| Annual return | 19.99% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $4,078 | $3,364+21.2% | $3,048+33.8% | $2,637+54.6% |
| Participant deferral / active EE | $6,990 | $5,218+34.0% | $4,738+47.5% | $4,528+54.4% |
| Admin fee / account holder | $21 | $204-90.0% | $8,948-99.8% | $348-94.1% |