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.7 years Filed as: VANGUARD ASCENSUS Service code 63 200 DRYDEN ROAD · DRESHER, PA 19025 | 12b-1 Fees | $13,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,698 | $132,049+20.2% | $200,582-20.9% | $74,304+113.6% |
| Participation rate | 89.4% | 84.1%+5.3pp | 86.9%+2.5pp | 60.3%+29.0pp |
| Annual return | 15.60% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,689 | $4,558-19.1% | $6,419-42.5% | $2,241+64.6% |
| Participant deferral / active EE | $5,989 | $7,213-17.0% | $9,331-35.8% | $3,767+59.0% |
| Admin fee / account holder | $77 | $2,405-96.8% | $16,305-99.5% | $2,969-97.4% |