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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,310 |
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 | $88,489 | $74,706+18.5% | $75,696+16.9% | $79,386+11.5% |
| Participation rate | 99.2% | 75.3%+23.9pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 33.69% | 18.52%+15.2pp | 104.53%-70.8pp | 116.85%-83.2pp |
| Employer contribution / active EE | $2,840 | $2,590+9.7% | $2,743+3.6% | $2,427+17.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $108 | $374-71.2% | $3,619-97.0% | $626-82.8% |