Filed December 28, 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 7-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 | $5,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,935 | $63,905+14.1% | $74,183-1.7% | $57,658+26.5% |
| Participation rate | 88.7% | 79.8%+8.9pp | 76.6%+12.1pp | 70.2%+18.4pp |
| Annual return | 6.02% | 60.60%-54.6pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,662 | $3,448+6.2% | $3,550+3.2% | $3,061+19.7% |
| Admin fee / account holder | $13 | $91-86.1% | $5,586-99.8% | $95-86.7% |