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.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $26,315 |
THE VANGUARD GROUP, INC.3 years Service code 64 | Recordkeeping 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 | $366,248 | $88,515+313.8% | $162,163+125.9% | $67,579+442.0% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 22.61% | 27.04%-4.4pp | 115.59%-93.0pp | 378.56%-355.9pp |
| Employer contribution / active EE | $10,907 | $3,563+206.1% | $5,614+94.3% | $2,148+407.8% |
| Participant deferral / active EE | $12,156 | $5,724+112.4% | $7,298+66.6% | $3,539+243.5% |
| Admin fee / account holder | $51 | $124-59.1% | $10,843-99.5% | $142-64.4% |