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.4+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $385,275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,408 | $37,884+217.8% | $79,464+51.5% | $75,289+59.9% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.4pp | 72.4%+26.3pp |
| Annual return | -4.08% | 1.06%-5.1pp | 718.14%-722.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,245 | $1,680+152.7% | $2,800+51.6% | $2,405+76.5% |
| Participant deferral / active EE | $10,898 | $2,569+324.2% | $3,704+194.2% | $3,739+191.5% |
| Admin fee / account holder | $101 | $77+32.2% | $5,113-98.0% | $102-1.1% |