Filed April 22, 2006 (most recent of 2 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $89,428 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,187 | $82,202+58.4% | $125,339+3.9% | $64,808+100.9% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -15.88% | 3.48%-19.4pp | 572.05%-587.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $3,518 | $3,615-2.7% | $4,814-26.9% | $2,506+40.4% |
| Participant deferral / active EE | $7,442 | $7,175+3.7% | $7,446-0.1% | $4,310+72.6% |
| Admin fee / account holder | $102 | $163-37.8% | $10,010-99.0% | $188-45.9% |