Filed January 3, 2007 (most recent of 5 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 | $15,438 |
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 | $143,164 | $43,999+225.4% | $79,464+80.2% | $55,725+156.9% |
| Participation rate | 98.3% | 66.9%+31.3pp | 73.3%+24.9pp | 70.9%+27.4pp |
| Annual return | 2.09% | 1.81%+0.3pp | 718.14%-716.0pp | 244.93%-242.8pp |
| Employer contribution / active EE | $7,028 | $1,830+284.1% | $2,800+151.0% | $2,078+238.2% |
| Participant deferral / active EE | $10,728 | $2,538+322.7% | $3,704+189.7% | $3,356+219.7% |
| Admin fee / account holder | $21 | $118-82.3% | $5,113-99.6% | $115-81.9% |