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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,854 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $5,000 |
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 | $32,337 | $31,424+2.9% | $81,478-60.3% | $69,631-53.6% |
| Participation rate | 97.5% | 50.8%+46.6pp | 68.0%+29.5pp | 70.7%+26.8pp |
| Annual return | 14.80% | 22.44%-7.6pp | 38.78%-24.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,256 | $1,029+119.2% | $2,568-12.1% | $2,032+11.0% |
| Participant deferral / active EE | $1,190 | $1,838-35.2% | $3,537-66.3% | $3,224-63.1% |
| Admin fee / account holder | $54 | $103-47.1% | $4,561-98.8% | $110-50.8% |