Filed May 8, 2006
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 ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $10,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,235 | $136,307+33.7% | $177,821+2.5% | $73,488+148.0% |
| Participation rate | 75.2% | 86.1%-10.9pp | 87.7%-12.5pp | 70.7%+4.5pp |
| Annual return | 16.97% | 18.68%-1.7pp | 48.32%-31.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,477 | $3,712-33.3% | $5,918-58.2% | $2,270+9.1% |
| Participant deferral / active EE | $4,001 | $5,829-31.4% | $7,714-48.1% | $3,740+7.0% |
| Admin fee / account holder | $78 | $596-87.0% | $12,427-99.4% | $513-84.9% |