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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $310,698 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,848 |
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 | $115,451 | $115,4440% | $65,493+76.3% | $102,872+12.2% |
| Participation rate | 91.3% | 71.2%+20.1pp | 73.1%+18.2pp | 73.0%+18.3pp |
| Annual return | 16.88% | 15.94%+0.9pp | 982.45%-965.6pp | 19.06%-2.2pp |
| Employer contribution / active EE | $3,406 | $3,409-0.1% | $2,574+32.3% | $3,526-3.4% |
| Participant deferral / active EE | $6,444 | $4,118+56.5% | $3,961+62.7% | $5,535+16.4% |
| Admin fee / account holder | $145 | $123+17.7% | $5,028-97.1% | $292-50.4% |