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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,001 |
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 | $60,713 | $74,347-18.3% | $93,606-35.1% | $67,579-10.2% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.7pp |
| Annual return | 19.82% | 28.07%-8.3pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $3,368 | $2,583+30.4% | $2,718+23.9% | $2,148+56.8% |
| Participant deferral / active EE | $4,483 | $4,060+10.4% | $4,069+10.2% | $3,539+26.7% |
| Admin fee / account holder | $6 | $123-94.9% | $7,888-99.9% | $142-95.6% |