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.6 years Filed as: VANGUARD ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $10,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,810 | $122,239+13.6% | $184,203-24.6% | $74,495+86.3% |
| Participation rate | 90.7% | 85.5%+5.2pp | 86.8%+3.9pp | 67.2%+23.5pp |
| Annual return | 15.44% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,336 | $4,537-26.5% | $6,427-48.1% | $2,623+27.2% |
| Participant deferral / active EE | $5,411 | $7,139-24.2% | $9,131-40.7% | $4,346+24.5% |
| Admin fee / account holder | $87 | $1,260-93.1% | $13,901-99.4% | $1,942-95.5% |