Filed October 26, 2005 (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.6+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 | Recordkeeping | $664,565 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,294 | $110,699+144.2% | $177,821+52.0% | $90,288+199.4% |
| Participation rate | 97.8% | 88.3%+9.5pp | 87.7%+10.1pp | 73.4%+24.4pp |
| Annual return | 14.09% | 22.79%-8.7pp | 48.32%-34.2pp | 53.97%-39.9pp |
| Employer contribution / active EE | $9,278 | $4,118+125.3% | $5,918+56.8% | $2,524+267.6% |
| Participant deferral / active EE | $8,712 | $6,731+29.4% | $7,714+12.9% | $4,232+105.9% |
| Admin fee / account holder | $124 | $90+37.6% | $12,427-99.0% | $114+8.6% |