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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $164,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,743 | $63,259-30.8% | $178,490-75.5% | $93,223-53.1% |
| Participation rate | 99.0% | 72.1%+26.8pp | 81.9%+17.0pp | 74.9%+24.1pp |
| Annual return | 14.21% | 19.93%-5.7pp | 151.07%-136.9pp | 19.29%-5.1pp |
| Employer contribution / active EE | $4,882 | $1,865+161.8% | $5,011-2.6% | $2,680+82.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $17 | $58-70.6% | $13,984-99.9% | $79-78.4% |