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.4 years Filed as: VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $722,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,772 | $58,202+16.4% | $172,739-60.8% | $89,569-24.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 82.6%+12.8pp | 69.6%+25.9pp |
| Annual return | 22.47% | 61.59%-39.1pp | 802.84%-780.4pp | 34.56%-12.1pp |
| Employer contribution / active EE | $595 | $1,759-66.2% | $5,143-88.4% | $2,584-77.0% |
| Participant deferral / active EE | $5,748 | $3,335+72.4% | $5,198+10.6% | $4,220+36.2% |
| Admin fee / account holder | $44 | $53-16.0% | $13,954-99.7% | $72-38.3% |