Filed April 12, 2006 (most recent of 2 filings on file)
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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $117,846 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $61,637 | $60,396+2.1% | $83,848-26.5% | $75,289-18.1% |
| Participation rate | 82.1% | 80.7%+1.3pp | 76.1%+5.9pp | 72.4%+9.6pp |
| Annual return | -5.58% | 3.84%-9.4pp | 850.88%-856.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,239 | $3,343-62.9% | $3,631-65.9% | $2,405-48.5% |
| Participant deferral / active EE | $3,201 | $2,922+9.5% | $4,082-21.6% | $3,739-14.4% |
| Admin fee / account holder | $54 | $141-62.0% | $5,478-99.0% | $102-47.5% |