Filed July 25, 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,300 |
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 | $69,592 | $65,322+6.5% | $70,449-1.2% | $73,488-5.3% |
| Participation rate | 99.2% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 8.29% | 15.71%-7.4pp | 109.03%-100.7pp | 28.51%-20.2pp |
| Employer contribution / active EE | $4,445 | $2,460+80.7% | $2,737+62.4% | $2,270+95.8% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $66 | $214-69.0% | $3,845-98.3% | $513-87.1% |