Filed November 22, 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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,970 |
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 | $59,080 | $84,784-30.3% | $98,439-40.0% | $74,419-20.6% |
| Participation rate | 95.5% | 81.5%+14.0pp | 75.2%+20.4pp | 70.7%+24.8pp |
| Annual return | 13.93% | 20.59%-6.7pp | 21.16%-7.2pp | 34.38%-20.5pp |
| Employer contribution / active EE | $3,773 | $3,364+12.1% | $3,048+23.8% | $2,637+43.0% |
| Participant deferral / active EE | $4,728 | $5,218-9.4% | $4,738-0.2% | $4,528+4.4% |
| Admin fee / account holder | $16 | $204-92.4% | $8,948-99.8% | $348-95.5% |