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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $224,164 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $105,005 |
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 | $147,162 | $120,450+22.2% | $159,436-7.7% | $93,030+58.2% |
| Participation rate | 98.4% | 78.0%+20.4pp | 82.8%+15.6pp | 73.9%+24.5pp |
| Annual return | 14.17% | 27.11%-12.9pp | 263.57%-249.4pp | 158.70%-144.5pp |
| Employer contribution / active EE | $6,595 | $3,526+87.1% | $4,829+36.6% | $2,706+143.7% |
| Participant deferral / active EE | $6,301 | $7,283-13.5% | $7,352-14.3% | $4,562+38.1% |
| Admin fee / account holder | $96 | $137-30.1% | $10,799-99.1% | $152-37.0% |