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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,165 |
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 | $128,440 | $75,388+70.4% | $123,544+4.0% | $55,725+130.5% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.0pp |
| Annual return | -4.41% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $5,323 | $3,063+73.8% | $4,628+15.0% | $2,078+156.1% |
| Participant deferral / active EE | $8,648 | $5,651+53.1% | $6,426+34.6% | $3,356+157.7% |
| Admin fee / account holder | $53 | $120-56.1% | $9,284-99.4% | $115-54.4% |