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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,059 |
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 | $114,027 | $65,223+74.8% | $80,019+42.5% | $55,725+104.6% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.8pp | 70.9%+26.8pp |
| Annual return | 10.86% | 7.59%+3.3pp | 11.22%-0.4pp | 244.93%-234.1pp |
| Employer contribution / active EE | $4,770 | $2,544+87.5% | $2,468+93.3% | $2,078+129.5% |
| Participant deferral / active EE | $3,616 | $3,881-6.8% | $3,686-1.9% | $3,356+7.8% |
| Admin fee / account holder | $132 | $114+15.3% | $6,521-98.0% | $115+14.3% |