Filed August 29, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,435 |
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 | $208,251 | $88,324+135.8% | $115,037+81.0% | $55,191+277.3% |
| Participation rate | 97.9% | 72.5%+25.4pp | 81.4%+16.5pp | 69.2%+28.7pp |
| Annual return | 1.08% | 6.30%-5.2pp | 26.14%-25.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $5,118 | $2,805+82.5% | $4,608+11.1% | $1,899+169.6% |
| Participant deferral / active EE | $9,333 | $5,042+85.1% | $6,026+54.9% | $3,046+206.4% |
| Admin fee / account holder | $2 | $105-97.7% | $8,175-100.0% | $91-97.3% |