Filed April 22, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,304 |
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 | $131,610 | $80,177+64.1% | $123,892+6.2% | $57,658+128.3% |
| Participation rate | 99.1% | 74.4%+24.6pp | 81.4%+17.7pp | 70.2%+28.8pp |
| Annual return | 7.63% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,141 | $2,913+42.2% | $4,617-10.3% | $1,974+109.8% |
| Participant deferral / active EE | $8,232 | $5,130+60.5% | $5,984+37.6% | $3,061+169.0% |
| Admin fee / account holder | $48 | $106-54.7% | $8,357-99.4% | $95-49.1% |