Filed April 12, 2006 (most recent of 2 filings on file)
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 | $151,028 |
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 | $107,214 | $241,101-55.5% | $103,333+3.8% | $199,593-46.3% |
| Participation rate | 92.5% | 78.3%+14.2pp | 74.5%+18.0pp | 72.0%+20.5pp |
| Annual return | 8.58% | 17.80%-9.2pp | 24.88%-16.3pp | 34.25%-25.7pp |
| Employer contribution / active EE | $1,624 | $4,244-61.7% | $3,868-58.0% | $3,034-46.5% |
| Participant deferral / active EE | $6,324 | $3,958+59.8% | $5,057+25.0% | $5,087+24.3% |
| Admin fee / account holder | $73 | $288-74.7% | $8,355-99.1% | $269-72.9% |