Filed November 9, 2005
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $16,220 |
GARY MCGEE & CO. LLP4+ years Service code 10 808 SW THIRD AVENUE, STE 700 · PORTLAND, OR 97204 | Accounting | $11,300 |
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 | $63,486 | $73,102-13.2% | $123,544-48.6% | $56,287+12.8% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -6.35% | 3.01%-9.4pp | 119.20%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,004 | $2,977+34.5% | $4,628-13.5% | $2,111+89.7% |
| Participant deferral / active EE | $4,084 | $5,423-24.7% | $6,426-36.4% | $3,350+21.9% |
| Admin fee / account holder | $165 | $554-70.1% | $9,284-98.2% | $521-68.3% |