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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
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 | $50,537 | $54,237-6.8% | $90,281-44.0% | $67,579-25.2% |
| Participation rate | 45.8% | 68.6%-22.9pp | 73.3%-27.5pp | 71.3%-25.5pp |
| Annual return | 22.78% | 37.27%-14.5pp | 78.10%-55.3pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,031 | $1,846-44.1% | $2,854-63.9% | $2,148-52.0% |
| Participant deferral / active EE | $1,538 | $2,625-41.4% | $3,885-60.4% | $3,539-56.5% |
| Admin fee / account holder | $6 | $123-95.4% | $5,351-99.9% | $142-96.0% |