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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $649 |
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 | $12,931 | $31,109-58.4% | $67,711-80.9% | $52,331-75.3% |
| Participation rate | 94.0% | 54.0%+40.0pp | 67.5%+26.5pp | 68.1%+25.9pp |
| Annual return | -0.08% | 23.70%-23.8pp | 25.41%-25.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $399 | $1,076-62.9% | $2,559-84.4% | $1,882-78.8% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $466-99.6% | $4,255-100.0% | $592-99.6% |