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.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,625 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROP, INC. Service code 99 | Other Fees | $0 |
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 | $270,075 | $68,413+294.8% | $123,104+119.4% | $55,191+389.3% |
| Participation rate | 99.7% | 84.5%+15.2pp | 86.8%+12.9pp | 69.2%+30.6pp |
| Annual return | 1.66% | 6.30%-4.6pp | 13.22%-11.6pp | 10.78%-9.1pp |
| Employer contribution / active EE | $10,745 | $3,050+252.3% | $5,151+108.6% | $1,899+465.9% |
| Participant deferral / active EE | $10,294 | $4,490+129.2% | $6,230+65.2% | $3,046+237.9% |
| Admin fee / account holder | $31 | $88-64.3% | $9,015-99.7% | $91-65.4% |