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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,990 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,913 |
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 | $21,988 | $72,254-69.6% | $86,677-74.6% | $64,808-66.1% |
| Participation rate | 93.6% | 80.4%+13.2pp | 76.6%+17.1pp | 71.5%+22.2pp |
| Annual return | -14.67% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,116 | $2,393-53.4% | $2,836-60.7% | $2,506-55.5% |
| Participant deferral / active EE | $1,391 | $4,658-70.1% | $4,656-70.1% | $4,310-67.7% |
| Admin fee / account holder | $106 | $174-39.3% | $7,493-98.6% | $188-43.7% |