Filed February 21, 2006
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 9-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 | $206,148 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $74,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,400 | $120,057-22.2% | $75,696+23.4% | $93,030+0.4% |
| Participation rate | 61.6% | 77.3%-15.7pp | 74.8%-13.2pp | 73.9%-12.3pp |
| Annual return | 16.69% | 19.62%-2.9pp | 104.53%-87.8pp | 158.70%-142.0pp |
| Employer contribution / active EE | $1,800 | $3,253-44.7% | $2,743-34.4% | $2,706-33.5% |
| Participant deferral / active EE | $3,380 | $4,089-17.3% | $3,821-11.5% | $4,562-25.9% |
| Admin fee / account holder | $132 | $81+62.3% | $3,619-96.3% | $152-12.9% |