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.6+ years Filed as: VANGUARD Service code 10 · EIN 23-2869268 | Accounting | $355 |
Filed as: THRIVENT Service code 10 · EIN 39-0123480 | Accounting | $80 |
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 | $39,431 | $52,293-24.6% | $178,490-77.9% | $73,409-46.3% |
| Participation rate | 51.5% | 65.3%-13.8pp | 81.9%-30.4pp | 72.2%-20.6pp |
| Annual return | 13.94% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $796 | $1,735-54.1% | $5,011-84.1% | $2,234-64.4% |
| Participant deferral / active EE | $1,391 | $2,332-40.3% | $5,202-73.3% | $3,805-63.4% |
| Admin fee / account holder | $1 | $127-99.2% | $13,984-100.0% | $158-99.4% |