Filed September 6, 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 MILESTONE GROUP1+ years Service code 16 · EIN 84-1333402 | Consulting | $12,500 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,749 |
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 | $175,292 | $70,667+148.1% | $123,104+42.4% | $52,331+235.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.27% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $5,874 | $2,946+99.4% | $5,151+14.0% | $1,882+212.2% |
| Participant deferral / active EE | $6,600 | $4,493+46.9% | $6,230+5.9% | $3,022+118.4% |
| Admin fee / account holder | $98 | $506-80.7% | $9,015-98.9% | $592-83.5% |