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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,168 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,349 |
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 | $351,885 | $86,897+304.9% | $151,611+132.1% | $64,808+443.0% |
| Participation rate | 98.6% | 87.3%+11.4pp | 87.5%+11.1pp | 71.5%+27.2pp |
| Annual return | -15.92% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.7pp |
| Employer contribution / active EE | $13,376 | $4,010+233.6% | $6,166+116.9% | $2,506+433.8% |
| Participant deferral / active EE | $14,523 | $6,690+117.1% | $8,363+73.7% | $4,310+236.9% |
| Admin fee / account holder | $72 | $153-52.8% | $11,616-99.4% | $188-61.6% |