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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,200 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,297 |
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 | $432,688 | $111,491+288.1% | $189,513+128.3% | $86,799+398.5% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 18.14% | 83.50%-65.4pp | 555.15%-537.0pp | 97.91%-79.8pp |
| Employer contribution / active EE | $12,940 | $3,951+227.5% | $6,162+110.0% | $2,405+438.0% |
| Participant deferral / active EE | $13,655 | $6,437+112.2% | $8,221+66.1% | $4,131+230.6% |
| Admin fee / account holder | $66 | $189-65.1% | $12,045-99.5% | $170-61.2% |