Filed January 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,637 | $51,620+209.3% | $90,281+76.8% | $65,185+144.9% |
| Participation rate | 99.6% | 68.6%+30.9pp | 73.3%+26.3pp | 70.2%+29.4pp |
| Annual return | 22.24% | 24.94%-2.7pp | 78.10%-55.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $7,820 | $2,235+250.0% | $2,854+174.0% | $2,177+259.3% |
| Participant deferral / active EE | $7,859 | $2,871+173.8% | $3,885+102.3% | $3,514+123.7% |
| Admin fee / account holder | $57 | $384-85.2% | $5,351-98.9% | $847-93.3% |