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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,613 |
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 | $143,658 | $88,122+63.0% | $141,162+1.8% | $67,579+112.6% |
| Participation rate | 98.5% | 76.5%+22.0pp | 82.5%+16.0pp | 71.3%+27.2pp |
| Annual return | 22.68% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,855 | $3,224-11.5% | $4,735-39.7% | $2,148+32.9% |
| Participant deferral / active EE | $9,258 | $5,958+55.4% | $6,709+38.0% | $3,539+161.6% |
| Admin fee / account holder | $67 | $131-49.0% | $10,261-99.3% | $142-53.1% |