Filed February 21, 2006 (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 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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $171,047 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,794 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,395 | $112,686+44.1% | $169,993-4.5% | $80,160+102.6% |
| Participation rate | 97.9% | 87.4%+10.5pp | 87.0%+10.9pp | 72.9%+25.0pp |
| Annual return | 17.43% | 67.04%-49.6pp | 53.37%-35.9pp | 40.38%-22.9pp |
| Employer contribution / active EE | $5,385 | $4,481+20.2% | $6,785-20.6% | $2,978+80.8% |
| Participant deferral / active EE | $7,892 | $7,876+0.2% | $10,408-24.2% | $5,017+57.3% |
| Admin fee / account holder | $38 | $99-61.6% | $12,815-99.7% | $145-73.7% |