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 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $35,580 |
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 | $65,530 | $48,261+35.8% | $68,793-4.7% | $55,725+17.6% |
| Participation rate | 94.4% | 71.0%+23.4pp | 72.2%+22.2pp | 70.9%+23.6pp |
| Annual return | -3.81% | -2.61%-1.2pp | -4.63%+0.8pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,009 | $1,742+130.1% | $2,625+52.7% | $2,078+92.9% |
| Participant deferral / active EE | $1,804 | $2,712-33.5% | $3,311-45.5% | $3,356-46.3% |
| Admin fee / account holder | $66 | $126-47.7% | $5,131-98.7% | $115-42.8% |