Filed December 7, 2005 (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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,657 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,989 | $99,078+7.0% | $96,544+9.8% | $74,419+42.4% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 23.23% | 22.48%+0.7pp | 25.84%-2.6pp | 34.38%-11.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,331 | $4,933+8.1% | $4,851+9.9% | $4,528+17.7% |
| Admin fee / account holder | $54 | $225-75.9% | $8,252-99.3% | $348-84.4% |