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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,650 | $93,131-23.1% | $106,548-32.8% | $86,799-17.5% |
| Participation rate | 98.8% | 81.4%+17.3pp | 76.1%+22.6pp | 72.3%+26.5pp |
| Annual return | 12.27% | 19.45%-7.2pp | 26.80%-14.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $3,590 | $2,895+24.0% | $2,819+27.3% | $2,405+49.2% |
| Participant deferral / active EE | $5,009 | $4,708+6.4% | $4,398+13.9% | $4,131+21.2% |
| Admin fee / account holder | $9 | $145-93.8% | $7,407-99.9% | $170-94.7% |