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.3 years Filed as: VANGUARD ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $11,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,447 | $121,341+48.7% | $189,513-4.8% | $79,386+127.3% |
| Participation rate | 79.3% | 86.1%-6.8pp | 87.8%-8.5pp | 70.7%+8.6pp |
| Annual return | 16.45% | 21.08%-4.6pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,644 | $3,915-32.5% | $6,162-57.1% | $2,427+8.9% |
| Participant deferral / active EE | $4,483 | $6,395-29.9% | $8,221-45.5% | $4,046+10.8% |
| Admin fee / account holder | $86 | $651-86.7% | $12,045-99.3% | $626-86.2% |