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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,587 |
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 | $29,189 | $38,365-23.9% | $84,611-65.5% | $65,185-55.2% |
| Participation rate | 99.2% | 55.7%+43.5pp | 68.2%+30.9pp | 70.2%+29.0pp |
| Annual return | 18.82% | 32.00%-13.2pp | 258.74%-239.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,589 | $1,258+26.3% | $2,652-40.1% | $2,177-27.0% |
| Participant deferral / active EE | $2,418 | $2,278+6.1% | $3,899-38.0% | $3,514-31.2% |
| Admin fee / account holder | $69 | $451-84.8% | $4,912-98.6% | $847-91.9% |