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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,924 | $85,135+59.7% | $98,907+37.4% | $73,409+85.2% |
| Participation rate | 99.0% | 81.1%+17.9pp | 76.0%+23.0pp | 72.2%+26.8pp |
| Annual return | 15.22% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $4,561 | $2,721+67.6% | $2,689+69.6% | $2,234+104.2% |
| Participant deferral / active EE | $6,331 | $4,349+45.6% | $4,244+49.2% | $3,805+66.4% |
| Admin fee / account holder | $166 | $139+19.1% | $6,642-97.5% | $158+5.1% |