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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,186 | $58,264+214.4% | $86,612+111.5% | $71,457+156.4% |
| Participation rate | 99.5% | 65.0%+34.5pp | 71.7%+27.8pp | 67.9%+31.6pp |
| Annual return | 16.29% | 21.63%-5.3pp | 591.07%-574.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $8,438 | $2,574+227.8% | $3,022+179.2% | $2,588+226.1% |
| Participant deferral / active EE | $9,891 | $3,436+187.9% | $4,438+122.9% | $4,289+130.6% |
| Admin fee / account holder | $30 | $1,057-97.2% | $5,614-99.5% | $1,587-98.1% |