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.4 years Filed as: VANGUARD ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $12,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,329 | $102,553+33.9% | $151,611-9.4% | $66,914+105.2% |
| Participation rate | 81.1% | 85.5%-4.4pp | 87.5%-6.3pp | 69.8%+11.3pp |
| Annual return | -16.49% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,879 | $4,180-31.1% | $6,166-53.3% | $2,544+13.2% |
| Participant deferral / active EE | $4,673 | $6,641-29.6% | $8,363-44.1% | $4,237+10.3% |
| Admin fee / account holder | $96 | $630-84.8% | $11,616-99.2% | $593-83.8% |