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.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,666 |
THE VANGUARD GROUP, INC.4 years Service code 64 | Recordkeeping Fees | $0 |
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 | $400,173 | $111,608+258.6% | $177,821+125.0% | $73,409+445.1% |
| Participation rate | 98.7% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.6pp |
| Annual return | 9.38% | 18.23%-8.8pp | 48.32%-38.9pp | 59.29%-49.9pp |
| Employer contribution / active EE | $13,214 | $3,796+248.1% | $5,918+123.3% | $2,234+491.6% |
| Participant deferral / active EE | $13,956 | $6,199+125.1% | $7,714+80.9% | $3,805+266.7% |
| Admin fee / account holder | $56 | $166-66.4% | $12,427-99.6% | $158-64.7% |