Filed September 27, 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 | $90,397 |
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 | $58,875 | $65,118-9.6% | $76,768-23.3% | $55,725+5.7% |
| Participation rate | 98.2% | 79.6%+18.6pp | 77.0%+21.3pp | 70.9%+27.4pp |
| Annual return | -5.46% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,869 | $1,941-3.7% | $2,485-24.8% | $2,078-10.1% |
| Participant deferral / active EE | $3,828 | $3,688+3.8% | $3,852-0.6% | $3,356+14.1% |
| Admin fee / account holder | $125 | $116+8.3% | $6,675-98.1% | $115+8.9% |