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.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,047 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROP, INC. Service code 99 | Other Fees | $0 |
THE VANGUARD GROUP, INC.1 year 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 | $347,952 | $81,537+326.7% | $149,718+132.4% | $69,631+399.7% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.1%+11.9pp | 70.7%+28.2pp |
| Annual return | 23.88% | 22.79%+1.1pp | 1501.63%-1477.7pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $10,133 | $3,239+212.8% | $5,445+86.1% | $2,032+398.6% |
| Participant deferral / active EE | $11,096 | $4,994+122.2% | $6,569+68.9% | $3,224+244.2% |
| Admin fee / account holder | $45 | $107-58.2% | $11,283-99.6% | $110-59.6% |