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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,439 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $12,500 |
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 | $45,980 | $41,647+10.4% | $96,139-52.2% | $86,799-47.0% |
| Participation rate | 98.2% | 50.2%+48.0pp | 68.4%+29.7pp | 72.3%+25.9pp |
| Annual return | 11.00% | 27.24%-16.2pp | 191.94%-180.9pp | 97.91%-86.9pp |
| Employer contribution / active EE | $2,558 | $1,318+94.2% | $2,797-8.5% | $2,405+6.4% |
| Participant deferral / active EE | $1,847 | $2,412-23.4% | $4,349-57.5% | $4,131-55.3% |
| Admin fee / account holder | $91 | $169-46.5% | $5,537-98.4% | $170-46.6% |