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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
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 | $215,740 | $88,122+144.8% | $141,162+52.8% | $67,579+219.2% |
| Participation rate | 98.1% | 76.5%+21.6pp | 82.5%+15.6pp | 71.3%+26.8pp |
| Annual return | 23.43% | 75.40%-52.0pp | 71.39%-48.0pp | 378.56%-355.1pp |
| Employer contribution / active EE | $4,959 | $3,224+53.8% | $4,735+4.7% | $2,148+130.9% |
| Participant deferral / active EE | $8,408 | $5,958+41.1% | $6,709+25.3% | $3,539+137.6% |
| Admin fee / account holder | $2 | $131-98.8% | $10,261-100.0% | $142-98.9% |