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.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $453,355 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-1945930 | Recordkeeping | $304,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,540 | $95,918+150.8% | $151,611+58.7% | $77,904+208.8% |
| Participation rate | 97.9% | 88.7%+9.2pp | 87.5%+10.4pp | 73.7%+24.2pp |
| Annual return | -14.22% | -5.50%-8.7pp | 3.33%-17.6pp | 12.21%-26.4pp |
| Employer contribution / active EE | $10,509 | $4,330+142.7% | $6,166+70.4% | $2,848+269.0% |
| Participant deferral / active EE | $9,753 | $7,508+29.9% | $8,363+16.6% | $4,806+102.9% |
| Admin fee / account holder | $129 | $93+38.8% | $11,616-98.9% | $133-2.3% |