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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,185 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,124 |
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 | $443,096 | $132,049+235.6% | $200,582+120.9% | $74,304+496.3% |
| Participation rate | 99.5% | 84.1%+15.4pp | 86.9%+12.6pp | 60.3%+39.1pp |
| Annual return | 16.56% | 22.22%-5.7pp | 42.33%-25.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $13,550 | $4,558+197.3% | $6,419+111.1% | $2,241+504.6% |
| Participant deferral / active EE | $12,430 | $7,213+72.3% | $9,331+33.2% | $3,767+230.0% |
| Admin fee / account holder | $277 | $2,405-88.5% | $16,305-98.3% | $2,969-90.7% |