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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,302 |
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 | $83,854 | $79,519+5.5% | $95,952-12.6% | $73,409+14.2% |
| Participation rate | 97.6% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 18.22% | 19.20%-1.0pp | 91.61%-73.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $2,011 | $2,048-1.8% | $2,541-20.9% | $2,234-10.0% |
| Participant deferral / active EE | $4,321 | $4,138+4.4% | $4,167+3.7% | $3,805+13.5% |
| Admin fee / account holder | $143 | $184-22.3% | $6,795-97.9% | $158-9.2% |