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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,120 | $92,055+57.6% | $106,213+36.6% | $77,643+86.9% |
| Participation rate | 99.3% | 81.0%+18.2pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 15.33% | 17.91%-2.6pp | 116.14%-100.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $7,864 | $3,367+133.5% | $3,171+147.9% | $2,726+188.5% |
| Participant deferral / active EE | $9,779 | $5,386+81.6% | $5,016+95.0% | $4,647+110.4% |
| Admin fee / account holder | $17 | $219-92.1% | $11,033-99.8% | $430-96.0% |