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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,703 | $60,989+22.5% | $60,874+22.7% | $66,914+11.6% |
| Participation rate | 93.3% | 74.5%+18.9pp | 73.1%+20.2pp | 69.8%+23.5pp |
| Annual return | -15.10% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,217 | $2,661+58.5% | $2,701+56.1% | $2,544+65.7% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $111 | $338-67.2% | $3,224-96.6% | $593-81.3% |