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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $311,561 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $50,948 |
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 | $99,717 | $113,293-12.0% | $67,502+47.7% | $199,593-50.0% |
| Participation rate | 90.0% | 73.3%+16.7pp | 72.9%+17.1pp | 72.0%+18.0pp |
| Annual return | 13.87% | 15.88%-2.0pp | 3512.12%-3498.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $3,191 | $3,401-6.2% | $2,731+16.9% | $3,034+5.2% |
| Participant deferral / active EE | $6,064 | $4,159+45.8% | $4,000+51.6% | $5,087+19.2% |
| Admin fee / account holder | $142 | $103+38.6% | $3,998-96.4% | $269-47.1% |