Filed March 28, 2006
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,398 | $89,465-26.9% | $164,866-60.3% | $77,671-15.8% |
| Participation rate | 97.2% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.6pp |
| Annual return | 18.57% | 28.81%-10.2pp | 69.97%-51.4pp | 31.21%-12.6pp |
| Employer contribution / active EE | $6,695 | $2,568+160.7% | $4,343+54.2% | $2,726+145.5% |
| Participant deferral / active EE | $8,488 | $4,897+73.3% | $6,033+40.7% | $4,648+82.6% |
| Admin fee / account holder | $35 | $340-89.6% | $12,689-99.7% | $430-91.8% |