Filed June 28, 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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,225 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 65 P O BOX 1110 · VALLEY FORGE, PA 19482 | Account Maintenance | $90 |
Filed as: THRIVENT INVESTMENT MANAGEMENT Service code 65 625 FORTH AVE. S. · MINNEAPOLIS, MN 55415 | Account Maintenance | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,210 | $37,117-29.4% | $147,614-82.2% | $55,191-52.5% |
| Participation rate | 70.7% | 63.6%+7.1pp | 84.6%-13.9pp | 69.2%+1.5pp |
| Annual return | 0.55% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $880 | $1,620-45.7% | $5,564-84.2% | $1,899-53.7% |
| Participant deferral / active EE | $1,450 | $1,985-27.0% | $4,895-70.4% | $3,046-52.4% |
| Admin fee / account holder | $0 | $86-99.5% | $11,611-100.0% | $91-99.6% |