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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $114,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,527 | $81,719-1.5% | $101,248-20.5% | $90,288-10.8% |
| Participation rate | 91.3% | 80.7%+10.5pp | 75.8%+15.4pp | 73.4%+17.9pp |
| Annual return | 15.06% | 337.64%-322.6pp | 46.47%-31.4pp | 53.97%-38.9pp |
| Employer contribution / active EE | $1,102 | $3,622-69.6% | $3,660-69.9% | $2,524-56.3% |
| Participant deferral / active EE | $3,749 | $3,310+13.3% | $4,370-14.2% | $4,232-11.4% |
| Admin fee / account holder | $52 | $162-67.9% | $5,945-99.1% | $114-54.4% |