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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,090 | $56,503+54.1% | $70,092+24.3% | $64,808+34.4% |
| Participation rate | 96.4% | 70.5%+25.9pp | 70.5%+25.9pp | 71.5%+24.9pp |
| Annual return | -14.82% | -13.44%-1.4pp | 190.73%-205.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,720 | $2,046+130.7% | $2,559+84.5% | $2,506+88.4% |
| Participant deferral / active EE | $3,038 | $3,389-10.4% | $3,849-21.1% | $4,310-29.5% |
| Admin fee / account holder | $100 | $160-37.5% | $6,267-98.4% | $188-46.6% |