Filed November 9, 2005
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.9 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $833,497 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,393 | $73,283+19.3% | $155,509-43.8% | $106,382-17.9% |
| Participation rate | 96.2% | 73.3%+22.9pp | 78.2%+18.0pp | 69.9%+26.3pp |
| Annual return | 14.43% | 15.77%-1.3pp | 64.67%-50.2pp | 17.37%-2.9pp |
| Employer contribution / active EE | $781 | $2,247-65.3% | $4,672-83.3% | $3,364-76.8% |
| Participant deferral / active EE | $7,215 | $4,580+57.5% | $5,626+28.2% | $5,569+29.6% |
| Admin fee / account holder | $41 | $56-27.2% | $15,912-99.7% | $79-48.4% |