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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,756 |
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 | $343,567 | $98,982+247.1% | $162,163+111.9% | $65,185+427.1% |
| Participation rate | 99.0% | 85.8%+13.2pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 26.32% | 24.84%+1.5pp | 115.59%-89.3pp | 29.38%-3.1pp |
| Employer contribution / active EE | $7,093 | $3,467+104.6% | $5,614+26.4% | $2,177+225.9% |
| Participant deferral / active EE | $8,235 | $5,384+52.9% | $7,298+12.8% | $3,514+134.4% |
| Admin fee / account holder | $194 | $596-67.5% | $10,843-98.2% | $847-77.1% |