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.3 years Filed as: VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $711,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,160 | $46,969+30.2% | $154,107-60.3% | $73,367-16.6% |
| Participation rate | 97.3% | 72.4%+24.9pp | 83.0%+14.3pp | 69.5%+27.8pp |
| Annual return | -4.97% | 821.68%-826.6pp | 735.12%-740.1pp | 173.45%-178.4pp |
| Employer contribution / active EE | $632 | $1,723-63.4% | $5,298-88.1% | $2,499-74.7% |
| Participant deferral / active EE | $6,060 | $3,162+91.6% | $5,081+19.3% | $4,033+50.3% |
| Admin fee / account holder | $49 | $47+5.2% | $13,411-99.6% | $68-28.3% |