Filed April 7, 2006 (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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,674 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,509 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,970 | $185,342-84.4% | $111,297-74.0% | $86,799-66.6% |
| Participation rate | 94.0% | 81.0%+13.0pp | 77.3%+16.7pp | 72.3%+21.7pp |
| Annual return | 13.72% | 500.80%-487.1pp | 54.65%-40.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $801 | $2,246-64.3% | $2,731-70.7% | $2,405-66.7% |
| Participant deferral / active EE | $1,460 | $4,458-67.3% | $4,487-67.5% | $4,131-64.7% |
| Admin fee / account holder | $90 | $255-64.6% | $7,964-98.9% | $170-46.7% |