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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,650 |
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 | $73,066 | $73,404-0.5% | $87,100-16.1% | $67,579+8.1% |
| Participation rate | 97.6% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 22.37% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,977 | $2,014-1.8% | $2,521-21.6% | $2,148-7.9% |
| Participant deferral / active EE | $4,120 | $3,913+5.3% | $4,049+1.8% | $3,539+16.4% |
| Admin fee / account holder | $134 | $142-5.5% | $7,497-98.2% | $142-5.9% |