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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,455 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,746 | $69,823+30.0% | $77,163+17.6% | $74,419+21.9% |
| Participation rate | 95.9% | 70.0%+25.9pp | 69.6%+26.3pp | 70.7%+25.2pp |
| Annual return | 13.19% | 19.98%-6.8pp | 37.87%-24.7pp | 34.38%-21.2pp |
| Employer contribution / active EE | $4,449 | $2,150+106.9% | $2,535+75.5% | $2,637+68.7% |
| Participant deferral / active EE | $3,166 | $3,558-11.0% | $3,833-17.4% | $4,528-30.1% |
| Admin fee / account holder | $76 | $398-80.8% | $5,472-98.6% | $348-78.1% |