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.5+ years Filed as: VANGUARD Service code 10 · EIN 23-2869268 | Accounting | $180 |
Filed as: THRIVENT Service code 10 · EIN 39-0123480 | Accounting | $73 |
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 | $36,311 | $62,928-42.3% | $172,739-79.0% | $67,579-46.3% |
| Participation rate | 62.9% | 64.5%-1.6pp | 82.6%-19.8pp | 71.3%-8.4pp |
| Annual return | 16.11% | 30.36%-14.2pp | 802.84%-786.7pp | 378.56%-362.4pp |
| Employer contribution / active EE | $946 | $1,636-42.2% | $5,143-81.6% | $2,148-56.0% |
| Participant deferral / active EE | $1,554 | $2,145-27.5% | $5,198-70.1% | $3,539-56.1% |
| Admin fee / account holder | $1 | $167-99.6% | $13,954-100.0% | $142-99.6% |