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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,426 | $63,745+252.1% | $98,442+128.0% | $79,386+182.7% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 14.35% | 625.80%-611.5pp | 1492.73%-1478.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $7,577 | $2,557+196.3% | $2,960+156.0% | $2,427+212.1% |
| Participant deferral / active EE | $9,144 | $3,303+176.8% | $4,276+113.8% | $4,046+126.0% |
| Admin fee / account holder | $62 | $516-88.0% | $5,949-99.0% | $626-90.2% |