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.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $118,605 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,721 | $66,051+1.0% | $92,893-28.2% | $77,787-14.2% |
| Participation rate | 91.0% | 81.0%+10.0pp | 76.0%+15.0pp | 73.2%+17.8pp |
| Annual return | 22.60% | 20.69%+1.9pp | 109.41%-86.8pp | 32.57%-10.0pp |
| Employer contribution / active EE | $873 | $3,426-74.5% | $3,653-76.1% | $2,504-65.1% |
| Participant deferral / active EE | $3,340 | $3,013+10.8% | $4,236-21.2% | $3,967-15.8% |
| Admin fee / account holder | $49 | $148-66.8% | $5,794-99.2% | $100-51.0% |