Filed February 24, 2006 (most recent of 2 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 10-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 | $307,122 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $74,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,013 | $98,217+36.4% | $105,722+26.8% | $63,975+109.5% |
| Participation rate | 98.7% | 81.9%+16.8pp | 78.9%+19.8pp | 71.1%+27.6pp |
| Annual return | 10.64% | 20.18%-9.5pp | 12.25%-1.6pp | 48.65%-38.0pp |
| Employer contribution / active EE | $9,118 | $4,802+89.9% | $4,079+123.5% | $2,182+317.9% |
| Participant deferral / active EE | $7,659 | $6,019+27.3% | $5,326+43.8% | $3,356+128.2% |
| Admin fee / account holder | $77 | $70+11.0% | $8,308-99.1% | $70+9.9% |