Filed May 10, 2006 (most recent of 3 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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,923 |
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 | $27,511 | $30,599-10.1% | $74,583-63.1% | $57,658-52.3% |
| Participation rate | 97.7% | 49.1%+48.6pp | 68.1%+29.6pp | 70.2%+27.5pp |
| Annual return | 11.21% | 14.24%-3.0pp | 20.47%-9.3pp | 5.13%+6.1pp |
| Employer contribution / active EE | $2,180 | $1,000+118.0% | $2,525-13.7% | $1,974+10.4% |
| Participant deferral / active EE | $1,102 | $1,805-39.0% | $3,458-68.1% | $3,061-64.0% |
| Admin fee / account holder | $28 | $98-71.4% | $4,138-99.3% | $95-70.3% |