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.6+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $489,832 |
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 | $163,995 | $47,634+244.3% | $90,404+81.4% | $90,288+81.6% |
| Participation rate | 99.3% | 67.5%+31.8pp | 72.7%+26.6pp | 73.4%+25.9pp |
| Annual return | 14.90% | 19.61%-4.7pp | 1293.02%-1278.1pp | 53.97%-39.1pp |
| Employer contribution / active EE | $3,867 | $1,749+121.1% | $3,262+18.5% | $2,524+53.2% |
| Participant deferral / active EE | $11,288 | $2,824+299.7% | $3,963+184.8% | $4,232+166.7% |
| Admin fee / account holder | $99 | $106-6.4% | $5,611-98.2% | $114-13.0% |