Filed November 9, 2005
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.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,582,195 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,029,590 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 31 · EIN 27-2037969 | Named fiduciary | $58,346 |
MORNINGSTAR3 years Service code 16 · EIN 36-3297908 | Consulting | $32,463 |
CEM BENCHMARKING1 year Service code 16 · EIN 98-0180257 | Consulting | $25,500 |
THE VANGUARD GROUP, INC.5 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,866 | $106,408+187.4% | $103,464+195.6% | $106,408+187.4% |
| Participation rate | 95.5% | 69.9%+25.7pp | 80.5%+15.0pp | 69.9%+25.7pp |
| Annual return | 14.60% | 17.37%-2.8pp | 23.91%-9.3pp | 17.37%-2.8pp |
| Employer contribution / active EE | $5,837 | $3,361+73.6% | $4,677+24.8% | $3,361+73.6% |
| Participant deferral / active EE | $14,341 | $5,567+157.6% | $6,624+116.5% | $5,567+157.6% |
| Admin fee / account holder | $202 | $79+155.4% | $9,410-97.9% | $79+155.4% |