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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,526 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,068 | $39,948+2.8% | $89,391-54.1% | $73,409-44.1% |
| Participation rate | 97.1% | 50.4%+46.6pp | 68.0%+29.1pp | 72.2%+24.9pp |
| Annual return | 12.19% | 50.12%-37.9pp | 245.62%-233.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $2,345 | $1,200+95.5% | $2,586-9.3% | $2,234+5.0% |
| Participant deferral / active EE | $1,690 | $2,193-22.9% | $3,890-56.5% | $3,805-55.6% |
| Admin fee / account holder | $47 | $134-65.2% | $4,881-99.0% | $158-70.4% |