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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,691 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,103 | $61,473+48.2% | $81,930+11.2% | $73,409+24.1% |
| Participation rate | 95.3% | 72.4%+22.9pp | 72.0%+23.3pp | 72.2%+23.1pp |
| Annual return | 11.69% | 28.26%-16.6pp | 29.49%-17.8pp | 59.29%-47.6pp |
| Employer contribution / active EE | $3,301 | $1,898+73.9% | $4,310-23.4% | $2,234+47.8% |
| Participant deferral / active EE | $2,189 | $3,080-28.9% | $7,107-69.2% | $3,805-42.5% |
| Admin fee / account holder | $80 | $125-35.9% | $5,158-98.4% | $158-49.1% |