Filed November 9, 2005 (most recent of 2 filings on file)
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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,542 |
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 | $104,974 | $75,284+39.4% | $91,001+15.4% | $69,631+50.8% |
| Participation rate | 98.7% | 80.4%+18.3pp | 75.6%+23.1pp | 70.7%+28.0pp |
| Annual return | 14.36% | 48.40%-34.0pp | 4.60%+9.8pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $4,551 | $2,473+84.0% | $2,456+85.3% | $2,032+123.9% |
| Participant deferral / active EE | $5,286 | $3,700+42.9% | $3,547+49.0% | $3,224+64.0% |
| Admin fee / account holder | $123 | $111+11.5% | $5,417-97.7% | $110+11.6% |