Filed March 31, 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 |
|---|---|---|
Filed as: VESTAL AND WILER Service code 99 · EIN 11-1000111 | Other Fees | $6,940 |
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 | $88,215 | $75,388+17.0% | $123,544-28.6% | $55,725+58.3% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.3%+8.3pp | 70.9%+19.7pp |
| Annual return | -2.64% | 4.48%-7.1pp | 119.20%-121.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,192 | $3,063-28.4% | $4,628-52.6% | $2,078+5.5% |
| Participant deferral / active EE | $6,387 | $5,651+13.0% | $6,426-0.6% | $3,356+90.3% |
| Admin fee / account holder | $21 | $120-82.7% | $9,284-99.8% | $115-82.0% |