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.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $143,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,248 | $76,774+13.6% | $112,228-22.3% | $77,904+12.0% |
| Participation rate | 91.7% | 80.2%+11.6pp | 75.1%+16.7pp | 73.7%+18.0pp |
| Annual return | -12.01% | -10.25%-1.8pp | 27.45%-39.5pp | 12.21%-24.2pp |
| Employer contribution / active EE | $1,378 | $3,977-65.3% | $3,635-62.1% | $2,848-51.6% |
| Participant deferral / active EE | $5,121 | $3,778+35.5% | $4,728+8.3% | $4,806+6.6% |
| Admin fee / account holder | $75 | $239-68.5% | $6,410-98.8% | $133-43.1% |