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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,480 | $84,784+66.9% | $98,439+43.7% | $74,419+90.1% |
| Participation rate | 99.2% | 81.5%+17.7pp | 75.2%+24.0pp | 70.7%+28.5pp |
| Annual return | 20.25% | 20.59%-0.3pp | 21.16%-0.9pp | 34.38%-14.1pp |
| Employer contribution / active EE | $7,450 | $3,364+121.4% | $3,048+144.4% | $2,637+182.5% |
| Participant deferral / active EE | $9,275 | $5,218+77.7% | $4,738+95.8% | $4,528+104.8% |
| Admin fee / account holder | $15 | $204-92.5% | $8,948-99.8% | $348-95.6% |