Filed October 5, 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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,155 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,052 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $390,384 | $121,341+221.7% | $189,513+106.0% | $79,386+391.8% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 12.12% | 21.08%-9.0pp | 555.15%-543.0pp | 116.85%-104.7pp |
| Employer contribution / active EE | $11,719 | $3,915+199.4% | $6,162+90.2% | $2,427+382.8% |
| Participant deferral / active EE | $9,910 | $6,395+55.0% | $8,221+20.5% | $4,046+145.0% |
| Admin fee / account holder | $140 | $651-78.5% | $12,045-98.8% | $626-77.7% |