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.8+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $664,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,542 | $43,113+221.3% | $82,719+67.5% | $77,904+77.8% |
| Participation rate | 99.0% | 63.8%+35.2pp | 72.6%+26.5pp | 73.7%+25.3pp |
| Annual return | -14.87% | 2.60%-17.5pp | 701.18%-716.1pp | 12.21%-27.1pp |
| Employer contribution / active EE | $4,564 | $1,924+137.1% | $3,009+51.7% | $2,848+60.3% |
| Participant deferral / active EE | $12,047 | $3,057+294.1% | $4,395+174.1% | $4,806+150.7% |
| Admin fee / account holder | $109 | $102+6.3% | $5,329-98.0% | $133-18.0% |