Filed September 1, 2006 (most recent of 2 filings on file)
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,359 | $53,565-28.4% | $172,739-77.8% | $82,204-53.3% |
| Participation rate | 98.9% | 69.6%+29.2pp | 82.6%+16.2pp | 73.4%+25.5pp |
| Annual return | 20.48% | 31.42%-10.9pp | 802.84%-782.4pp | 26.31%-5.8pp |
| Employer contribution / active EE | $4,597 | $1,857+147.6% | $5,143-10.6% | $2,707+69.8% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $12 | $61-80.8% | $13,954-99.9% | $76-84.4% |