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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,706 | $51,197+235.4% | $82,719+107.6% | $66,914+156.6% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -13.36% | -9.64%-3.7pp | 701.18%-714.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $8,633 | $2,611+230.7% | $3,009+186.9% | $2,544+239.3% |
| Participant deferral / active EE | $10,001 | $3,458+189.2% | $4,395+127.6% | $4,237+136.1% |
| Admin fee / account holder | $69 | $416-83.5% | $5,329-98.7% | $593-88.4% |