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 VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,790 |
THE MILESTONE GROUP4+ years Service code 16 · EIN 84-1333402 | Consulting | $6,197 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,121 | $79,523+233.4% | $140,016+89.3% | $56,287+371.0% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.6pp | 69.9%+28.2pp |
| Annual return | 5.27% | 2.39%+2.9pp | 651.12%-645.8pp | -9.96%+15.2pp |
| Employer contribution / active EE | $6,734 | $3,350+101.0% | $5,606+20.1% | $2,111+219.0% |
| Participant deferral / active EE | $7,858 | $5,129+53.2% | $6,927+13.4% | $3,350+134.6% |
| Admin fee / account holder | $240 | $614-60.9% | $10,705-97.8% | $521-53.9% |