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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,560 |
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 | $143,677 | $155,795-7.8% | $136,294+5.4% | $69,631+106.3% |
| Participation rate | 99.3% | 75.2%+24.0pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 18.32% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $5,583 | $2,991+86.7% | $4,695+18.9% | $2,032+174.7% |
| Participant deferral / active EE | $7,517 | $5,394+39.4% | $6,247+20.3% | $3,224+133.2% |
| Admin fee / account holder | $50 | $128-61.2% | $9,243-99.5% | $110-54.9% |