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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,767 |
GARY MCGEE & CO. LLP5+ years Service code 10 1000 S.W.BROADWAY, STE 1200 · PORTLAND, OR 97205 | Accounting | $11,700 |
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 | $65,767 | $89,652-26.6% | $141,162-53.4% | $65,185+0.9% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.8pp | 70.2%+29.1pp |
| Annual return | 22.27% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $4,061 | $3,065+32.5% | $4,735-14.2% | $2,177+86.6% |
| Participant deferral / active EE | $4,206 | $5,691-26.1% | $6,709-37.3% | $3,514+19.7% |
| Admin fee / account holder | $176 | $569-69.0% | $10,261-98.3% | $847-79.2% |