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.2 years Filed as: VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $619,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,307 | $53,684+14.2% | $170,442-64.0% | $80,976-24.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 83.6%+14.0pp | 68.3%+29.3pp |
| Annual return | 17.28% | 25.97%-8.7pp | 205.93%-188.7pp | 22.91%-5.6pp |
| Employer contribution / active EE | $583 | $1,642-64.5% | $5,433-89.3% | $2,402-75.7% |
| Participant deferral / active EE | $5,541 | $3,017+83.7% | $4,939+12.2% | $3,848+44.0% |
| Admin fee / account holder | $41 | $46-12.3% | $13,880-99.7% | $67-39.7% |