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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,286 |
MAYER HOFFMAN MCCANN P.C.8+ years Service code 10 · EIN 43-1947695 | Accounting | $19,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,736 | $34,677+14.6% | $77,024-48.4% | $64,808-38.7% |
| Participation rate | 96.7% | 49.8%+46.8pp | 67.9%+28.8pp | 71.5%+25.2pp |
| Annual return | -13.88% | -5.33%-8.5pp | 42.32%-56.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,729 | $1,370+99.2% | $2,812-3.0% | $2,506+8.9% |
| Participant deferral / active EE | $1,989 | $2,556-22.2% | $4,426-55.1% | $4,310-53.8% |
| Admin fee / account holder | $122 | $179-31.9% | $5,425-97.8% | $188-35.2% |