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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,353 |
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 | $74,382 | $53,925+37.9% | $75,670-1.7% | $69,631+6.8% |
| Participation rate | 98.0% | 71.2%+26.8pp | 72.3%+25.6pp | 70.7%+27.3pp |
| Annual return | 17.26% | 17.84%-0.6pp | 27.34%-10.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $4,018 | $1,802+123.0% | $2,352+70.9% | $2,032+97.7% |
| Participant deferral / active EE | $1,505 | $2,569-41.4% | $3,142-52.1% | $3,224-53.3% |
| Admin fee / account holder | $64 | $97-34.2% | $5,800-98.9% | $110-42.1% |