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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,558 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,355 | $66,528+47.8% | $86,874+13.2% | $86,799+13.3% |
| Participation rate | 95.2% | 72.4%+22.8pp | 71.6%+23.5pp | 72.3%+22.9pp |
| Annual return | 0.97% | 19.56%-18.6pp | 63.52%-62.5pp | 97.91%-96.9pp |
| Employer contribution / active EE | $4,046 | $2,007+101.6% | $2,495+62.1% | $2,405+68.2% |
| Participant deferral / active EE | $2,572 | $3,240-20.6% | $3,699-30.5% | $4,131-37.7% |
| Admin fee / account holder | $99 | $148-32.9% | $5,828-98.3% | $170-41.4% |