Filed June 17, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,746 |
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 | $58,190 | $36,916+57.6% | $156,549-62.8% | $57,658+0.9% |
| Participation rate | 97.5% | 63.4%+34.0pp | 84.0%+13.5pp | 70.2%+27.2pp |
| Annual return | 8.01% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,038 | $1,571+29.8% | $5,501-63.0% | $1,974+3.2% |
| Participant deferral / active EE | $4,737 | $1,926+146.0% | $4,871-2.8% | $3,061+54.8% |
| Admin fee / account holder | $47 | $82-43.5% | $13,027-99.6% | $95-50.7% |