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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,639 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,145 |
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 | $373,543 | $130,194+186.9% | $169,993+119.7% | $71,457+422.7% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 20.53% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $13,671 | $4,381+212.0% | $6,785+101.5% | $2,588+428.3% |
| Participant deferral / active EE | $12,101 | $6,923+74.8% | $10,408+16.3% | $4,289+182.2% |
| Admin fee / account holder | $285 | $966-70.5% | $12,815-97.8% | $1,587-82.0% |