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: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $24,161 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $310,315 | $80,005+287.9% | $140,016+121.6% | $55,725+456.9% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.9pp |
| Annual return | -6.19% | 0.46%-6.6pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $9,983 | $3,403+193.4% | $5,606+78.1% | $2,078+380.4% |
| Participant deferral / active EE | $11,636 | $5,264+121.1% | $6,927+68.0% | $3,356+246.8% |
| Admin fee / account holder | $50 | $116-56.7% | $10,705-99.5% | $115-56.5% |