Filed March 21, 2006 (most recent of 4 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 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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $264,596 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $197,344 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,223 | $122,186+24.6% | $146,958+3.6% | $199,593-23.7% |
| Participation rate | 98.9% | 78.3%+20.6pp | 82.2%+16.7pp | 72.0%+26.9pp |
| Annual return | 13.81% | 30.56%-16.8pp | 418.34%-404.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $7,927 | $4,093+93.7% | $4,933+60.7% | $3,034+161.3% |
| Participant deferral / active EE | $8,337 | $8,502-1.9% | $8,070+3.3% | $5,087+63.9% |
| Admin fee / account holder | $114 | $179-36.2% | $12,998-99.1% | $269-57.5% |