Filed January 23, 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.4 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $155,339 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $74,289 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,821 | $105,190+27.2% | $98,907+35.3% | $90,288+48.2% |
| Participation rate | 93.5% | 86.4%+7.2pp | 76.0%+17.5pp | 73.4%+20.2pp |
| Annual return | 14.18% | 18.52%-4.3pp | 196.43%-182.2pp | 53.97%-39.8pp |
| Employer contribution / active EE | $2,729 | $3,831-28.7% | $2,689+1.5% | $2,524+8.1% |
| Participant deferral / active EE | $7,471 | $5,616+33.0% | $4,244+76.0% | $4,232+76.5% |
| Admin fee / account holder | $94 | $97-3.5% | $6,642-98.6% | $114-17.7% |