Filed November 22, 2005
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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,283 | $93,131+90.4% | $106,548+66.4% | $86,799+104.2% |
| Participation rate | 99.0% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.8pp |
| Annual return | 14.64% | 19.45%-4.8pp | 26.80%-12.2pp | 97.91%-83.3pp |
| Employer contribution / active EE | $7,209 | $2,895+149.0% | $2,819+155.7% | $2,405+199.7% |
| Participant deferral / active EE | $9,089 | $4,708+93.0% | $4,398+106.7% | $4,131+120.0% |
| Admin fee / account holder | $14 | $145-90.5% | $7,407-99.8% | $170-91.8% |