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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,907 |
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 | $194,122 | $66,124+193.6% | $90,404+114.7% | $73,488+164.2% |
| Participation rate | 99.5% | 69.7%+29.9pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 15.40% | 17.65%-2.3pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $8,534 | $2,346+263.7% | $3,262+161.6% | $2,270+275.9% |
| Participant deferral / active EE | $9,186 | $3,039+202.3% | $3,963+131.8% | $3,740+145.7% |
| Admin fee / account holder | $59 | $396-85.2% | $5,611-99.0% | $513-88.6% |