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 6-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,645 |
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 | $22,374 | $33,067-32.3% | $76,523-70.8% | $56,287-60.2% |
| Participation rate | 99.1% | 55.4%+43.7pp | 68.0%+31.1pp | 69.9%+29.3pp |
| Annual return | -4.46% | 2.72%-7.2pp | -0.27%-4.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,755 | $1,200+46.2% | $2,647-33.7% | $2,111-16.9% |
| Participant deferral / active EE | $2,611 | $2,240+16.6% | $3,835-31.9% | $3,350-22.0% |
| Admin fee / account holder | $38 | $537-93.0% | $4,848-99.2% | $521-92.8% |