Filed July 18, 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,895 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,150 |
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 | $431,360 | $129,021+234.3% | $184,203+134.2% | $77,643+455.6% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 14.17% | 33.27%-19.1pp | 28.81%-14.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $14,218 | $4,413+222.2% | $6,427+121.2% | $2,726+421.6% |
| Participant deferral / active EE | $15,856 | $7,297+117.3% | $9,131+73.6% | $4,647+241.2% |
| Admin fee / account holder | $109 | $254-57.1% | $13,901-99.2% | $430-74.7% |