Filed January 6, 2006 (most recent of 2 filings on file)
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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $111,768 |
CHAO & COMPANY, LTD3+ years Service code 27 · EIN 52-1804602 | Advisory (Plan) | $60,900 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON & WILLIAMS Service code 29 · EIN 54-0572269 | Legal | $7,445 |
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 | $234,969 | $96,458+143.6% | $136,294+72.4% | $77,958+201.4% |
| Participation rate | 96.9% | 75.4%+21.5pp | 81.9%+14.9pp | 71.6%+25.2pp |
| Annual return | 17.55% | 23.78%-6.2pp | 5155.94%-5138.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $12,895 | $5,902+118.5% | $6,247+106.4% | $3,537+264.6% |
| Admin fee / account holder | $69 | $80-14.5% | $9,243-99.3% | $97-29.3% |