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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $248,763 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $147,881 |
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 | $130,272 | $107,459+21.2% | $135,903-4.1% | $80,160+62.5% |
| Participation rate | 97.3% | 78.0%+19.2pp | 81.9%+15.4pp | 72.9%+24.3pp |
| Annual return | 17.20% | 91.91%-74.7pp | 68.23%-51.0pp | 40.38%-23.2pp |
| Employer contribution / active EE | $6,714 | $3,877+73.2% | $4,856+38.2% | $2,978+125.5% |
| Participant deferral / active EE | $7,583 | $8,195-7.5% | $7,758-2.3% | $5,017+51.1% |
| Admin fee / account holder | $96 | $127-24.3% | $10,762-99.1% | $145-33.7% |