Filed October 17, 2006 (most recent of 3 filings on file)
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.10+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $770,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,071 | $55,527+227.9% | $81,783+122.6% | $199,768-8.9% |
| Participation rate | 95.6% | 62.7%+32.8pp | 72.4%+23.2pp | 72.0%+23.6pp |
| Annual return | 12.87% | 19.58%-6.7pp | 775.05%-762.2pp | 34.26%-21.4pp |
| Employer contribution / active EE | $5,070 | $2,111+140.1% | $2,913+74.1% | $3,037+67.0% |
| Participant deferral / active EE | $13,648 | $3,296+314.1% | $4,320+215.9% | $5,090+168.2% |
| Admin fee / account holder | $126 | $347-63.7% | $7,380-98.3% | $269-53.2% |