Filed February 28, 2006
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 13 · EIN 23-1945930 | Contract Administrator | $6,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,933 | $40,174-45.4% | $84,015-73.9% | $67,579-67.5% |
| Participation rate | 49.3% | 62.7%-13.3pp | 69.0%-19.7pp | 71.3%-21.9pp |
| Annual return | 22.83% | 25.82%-3.0pp | 71.31%-48.5pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,509 | $808+86.8% | $1,983-23.9% | $2,148-29.8% |
| Participant deferral / active EE | $799 | $2,301-65.3% | $3,239-75.3% | $3,539-77.4% |
| Admin fee / account holder | $18 | $128-85.9% | $6,101-99.7% | $142-87.3% |