Filed October 17, 2006 (most recent of 3 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.2+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $5,600 |
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 | $117,284 | $34,495+240.0% | $78,689+49.0% | $63,975+83.3% |
| Participation rate | 91.9% | 60.8%+31.1pp | 73.6%+18.3pp | 71.1%+20.7pp |
| Annual return | 61.00% | 11.62%+49.4pp | 62.18%-1.2pp | 48.65%+12.4pp |
| Employer contribution / active EE | $3,721 | $1,398+166.2% | $2,851+30.5% | $2,182+70.5% |
| Participant deferral / active EE | $6,486 | $2,100+208.8% | $3,517+84.4% | $3,356+93.2% |
| Admin fee / account holder | $1 | $68-98.1% | $4,510-100.0% | $70-98.2% |