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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,512 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,016 |
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 | $22,683 | $99,078-77.1% | $96,544-76.5% | $74,419-69.5% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.0%+17.8pp | 70.7%+23.1pp |
| Annual return | 14.89% | 22.48%-7.6pp | 25.84%-10.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,355 | $2,570-47.3% | $2,965-54.3% | $2,637-48.6% |
| Participant deferral / active EE | $1,162 | $4,933-76.4% | $4,851-76.0% | $4,528-74.3% |
| Admin fee / account holder | $93 | $225-58.7% | $8,252-98.9% | $348-73.3% |