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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 10 · EIN 23-2869268 | Accounting | $160 |
Filed as: THRIVENT INVESTMENT MANAGEMENT Service code 10 · EIN 39-0123480 | Accounting | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,670 | $37,196-17.5% | $154,107-80.1% | $55,725-45.0% |
| Participation rate | 66.2% | 64.1%+2.1pp | 83.0%-16.9pp | 70.9%-4.7pp |
| Annual return | -1.03% | 1319.68%-1320.7pp | 735.12%-736.2pp | 244.93%-246.0pp |
| Employer contribution / active EE | $936 | $1,614-42.0% | $5,298-82.3% | $2,078-55.0% |
| Participant deferral / active EE | $1,606 | $2,068-22.3% | $5,081-68.4% | $3,356-52.1% |
| Admin fee / account holder | $1 | $102-99.4% | $13,411-100.0% | $115-99.5% |