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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,173 | $65,557+36.0% | $64,056+39.2% | $71,457+24.8% |
| Participation rate | 98.2% | 73.2%+25.1pp | 72.3%+25.9pp | 67.9%+30.3pp |
| Annual return | 13.94% | 18.94%-5.0pp | 33.69%-19.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $5,104 | $2,669+91.3% | $2,747+85.8% | $2,588+97.3% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $117 | $616-81.0% | $3,068-96.2% | $1,587-92.6% |