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.5 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $732,980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,348 | $66,513+13.3% | $178,490-57.8% | $106,222-29.1% |
| Participation rate | 96.2% | 73.8%+22.4pp | 81.9%+14.2pp | 70.8%+25.4pp |
| Annual return | 14.71% | 21.81%-7.1pp | 151.07%-136.4pp | 21.69%-7.0pp |
| Employer contribution / active EE | $373 | $1,776-79.0% | $5,011-92.6% | $2,723-86.3% |
| Participant deferral / active EE | $5,932 | $3,679+61.2% | $5,202+14.0% | $4,600+29.0% |
| Admin fee / account holder | $45 | $53-15.2% | $13,984-99.7% | $78-42.2% |