Filed March 23, 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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,964 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,274 | $54,701-19.1% | $86,188-48.6% | $71,457-38.0% |
| Participation rate | 76.7% | 60.1%+16.5pp | 69.0%+7.7pp | 67.9%+8.7pp |
| Annual return | 13.20% | 20.06%-6.9pp | 1168.45%-1155.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,050 | $1,265-17.0% | $2,380-55.9% | $2,588-59.4% |
| Participant deferral / active EE | $1,575 | $3,108-49.3% | $3,985-60.5% | $4,289-63.3% |
| Admin fee / account holder | $113 | $1,922-94.1% | $6,852-98.4% | $1,587-92.9% |