Filed September 7, 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 GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $49,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,033 | $42,810+397.6% | $169,463+25.7% | $55,725+282.3% |
| Participation rate | 95.3% | 64.7%+30.6pp | 77.8%+17.5pp | 70.9%+24.5pp |
| Annual return | -3.80% | -3.61%-0.2pp | 1.83%-5.6pp | 244.93%-248.7pp |
| Employer contribution / active EE | $7,003 | $1,402+399.6% | $4,159+68.4% | $2,078+237.0% |
| Participant deferral / active EE | $8,721 | $3,141+177.6% | $5,277+65.3% | $3,356+159.9% |
| Admin fee / account holder | $73 | $106-31.6% | $9,109-99.2% | $115-36.8% |