Filed August 3, 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $690 |
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 | $45,485 | $44,873+1.4% | $79,464-42.8% | $56,287-19.2% |
| Participation rate | 52.4% | 68.7%-16.3pp | 73.3%-20.9pp | 69.9%-17.4pp |
| Annual return | -4.02% | 0.81%-4.8pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,191 | $2,140-44.4% | $2,800-57.5% | $2,111-43.6% |
| Participant deferral / active EE | $1,829 | $2,746-33.4% | $3,704-50.6% | $3,350-45.4% |
| Admin fee / account holder | $5 | $418-98.9% | $5,113-99.9% | $521-99.1% |