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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,520 |
MAYER HOFFMAN MCCANN P.C.5+ years Service code 10 · EIN 43-1947695 | Accounting | $7,900 |
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 | $37,176 | $40,522-8.3% | $84,611-56.1% | $67,579-45.0% |
| Participation rate | 97.6% | 51.1%+46.5pp | 68.2%+29.4pp | 71.3%+26.3pp |
| Annual return | 18.93% | 32.72%-13.8pp | 258.74%-239.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $2,406 | $1,146+109.9% | $2,652-9.3% | $2,148+12.0% |
| Participant deferral / active EE | $1,516 | $2,132-28.9% | $3,899-61.1% | $3,539-57.2% |
| Admin fee / account holder | $74 | $145-48.8% | $4,912-98.5% | $142-47.7% |