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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,239 | $69,763+32.2% | $67,502+36.6% | $74,495+23.8% |
| Participation rate | 97.7% | 71.4%+26.3pp | 72.9%+24.8pp | 67.2%+30.5pp |
| Annual return | 16.17% | -40.34%+56.5pp | 3512.12%-3496.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,901 | $2,704+81.3% | $2,731+79.5% | $2,623+86.9% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $145 | $896-83.9% | $3,998-96.4% | $1,942-92.6% |