Filed September 2, 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 | $70,997 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,982 | $99,078-40.5% | $96,544-38.9% | $74,419-20.7% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 16.96% | 22.48%-5.5pp | 25.84%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,381 | $2,570+31.5% | $2,965+14.0% | $2,637+28.2% |
| Participant deferral / active EE | $4,752 | $4,933-3.7% | $4,851-2.0% | $4,528+4.9% |
| Admin fee / account holder | $87 | $225-61.1% | $8,252-98.9% | $348-74.9% |