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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,900 |
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 | $68,948 | $85,135-19.0% | $98,907-30.3% | $73,409-6.1% |
| Participation rate | 98.3% | 81.1%+17.1pp | 76.0%+22.3pp | 72.2%+26.1pp |
| Annual return | 16.48% | 19.14%-2.7pp | 196.43%-179.9pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,219 | $2,721+18.3% | $2,689+19.7% | $2,234+44.1% |
| Participant deferral / active EE | $4,410 | $4,349+1.4% | $4,244+3.9% | $3,805+15.9% |
| Admin fee / account holder | $9 | $139-93.5% | $6,642-99.9% | $158-94.2% |