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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $234,232 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $120,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,115 | $95,388+21.7% | $125,339-7.4% | $77,904+49.0% |
| Participation rate | 98.3% | 78.6%+19.7pp | 82.4%+16.0pp | 73.7%+24.7pp |
| Annual return | -14.28% | 116.19%-130.5pp | 572.05%-586.3pp | 12.21%-26.5pp |
| Employer contribution / active EE | $7,022 | $3,666+91.5% | $4,814+45.9% | $2,848+146.6% |
| Participant deferral / active EE | $6,941 | $7,711-10.0% | $7,446-6.8% | $4,806+44.4% |
| Admin fee / account holder | $93 | $119-22.1% | $10,010-99.1% | $133-30.1% |