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.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,572 |
THE VANGUARD GROUP, INC.2+ 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 | $297,484 | $71,802+314.3% | $133,980+122.0% | $57,658+415.9% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.1%+11.5pp | 70.2%+28.4pp |
| Annual return | 12.86% | 13.51%-0.6pp | 29.30%-16.4pp | 5.13%+7.7pp |
| Employer contribution / active EE | $9,265 | $3,161+193.1% | $5,211+77.8% | $1,974+369.4% |
| Participant deferral / active EE | $10,552 | $4,606+129.1% | $6,282+68.0% | $3,061+244.8% |
| Admin fee / account holder | $42 | $88-51.6% | $9,324-99.5% | $95-55.1% |