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.5+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $445,387 |
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 | $144,912 | $44,794+223.5% | $90,281+60.5% | $77,787+86.3% |
| Participation rate | 99.2% | 66.6%+32.6pp | 73.3%+25.9pp | 73.2%+25.9pp |
| Annual return | 22.35% | 28.23%-5.9pp | 78.10%-55.8pp | 32.57%-10.2pp |
| Employer contribution / active EE | $4,605 | $1,809+154.6% | $2,854+61.3% | $2,504+83.9% |
| Participant deferral / active EE | $11,553 | $2,642+337.3% | $3,885+197.4% | $3,967+191.2% |
| Admin fee / account holder | $91 | $94-3.2% | $5,351-98.3% | $100-8.6% |