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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,374 |
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 | $160,821 | $54,237+196.5% | $90,281+78.1% | $67,579+138.0% |
| Participation rate | 99.1% | 68.6%+30.5pp | 73.3%+25.9pp | 71.3%+27.8pp |
| Annual return | 19.93% | 37.27%-17.3pp | 78.10%-58.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $7,156 | $1,846+287.7% | $2,854+150.7% | $2,148+233.2% |
| Participant deferral / active EE | $10,979 | $2,625+318.2% | $3,885+182.6% | $3,539+210.2% |
| Admin fee / account holder | $25 | $123-80.1% | $5,351-99.5% | $142-82.7% |