Filed March 5, 2006
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,432 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,284 | $48,277+47.7% | $63,517+12.2% | $55,191+29.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 0.61% | 2.37%-1.8pp | -70.30%+70.9pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,091 | $1,592+157.0% | $2,322+76.2% | $1,899+115.4% |
| Participant deferral / active EE | $1,335 | $2,432-45.1% | $2,953-54.8% | $3,046-56.2% |
| Admin fee / account holder | $62 | $86-27.4% | $5,892-98.9% | $91-31.3% |