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.7 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $809,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,952 | $83,057-18.2% | $143,757-52.7% | $89,394-24.0% |
| Participation rate | 95.5% | 74.0%+21.4pp | 80.3%+15.1pp | 71.3%+24.2pp |
| Annual return | -14.82% | -13.97%-0.8pp | -0.04%-14.8pp | -11.89%-2.9pp |
| Employer contribution / active EE | $677 | $2,095-67.7% | $4,951-86.3% | $3,022-77.6% |
| Participant deferral / active EE | $6,512 | $4,281+52.1% | $5,637+15.5% | $5,123+27.1% |
| Admin fee / account holder | $51 | $83-38.5% | $14,673-99.7% | $79-35.8% |