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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,303 |
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 | $58,116 | $81,908-29.0% | $90,749-36.0% | $64,808-10.3% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -17.68% | -12.53%-5.1pp | -12.16%-5.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,694 | $3,065+20.5% | $2,921+26.5% | $2,506+47.4% |
| Participant deferral / active EE | $4,991 | $4,840+3.1% | $4,564+9.4% | $4,310+15.8% |
| Admin fee / account holder | $13 | $157-91.7% | $8,445-99.8% | $188-93.1% |