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.5 years Filed as: VANGUARD ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $12,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,764 | $130,194+9.7% | $169,993-16.0% | $71,457+99.8% |
| Participation rate | 86.6% | 86.1%+0.4pp | 87.0%-0.4pp | 67.9%+18.6pp |
| Annual return | 19.06% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,080 | $4,381-29.7% | $6,785-54.6% | $2,588+19.0% |
| Participant deferral / active EE | $5,300 | $6,923-23.4% | $10,408-49.1% | $4,289+23.6% |
| Admin fee / account holder | $95 | $966-90.2% | $12,815-99.3% | $1,587-94.0% |