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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,063 |
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 | $181,361 | $52,670+244.3% | $90,404+100.6% | $73,409+147.1% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 14.06% | 20.70%-6.6pp | 1293.02%-1279.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $7,574 | $1,872+304.7% | $3,262+132.2% | $2,234+239.1% |
| Participant deferral / active EE | $11,516 | $2,807+310.3% | $3,963+190.6% | $3,805+202.6% |
| Admin fee / account holder | $103 | $117-12.1% | $5,611-98.2% | $158-35.0% |