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.6+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $49,033 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,857 | $56,152+432.2% | $185,823+60.8% | $73,409+307.1% |
| Participation rate | 99.4% | 67.6%+31.8pp | 78.0%+21.4pp | 72.2%+27.2pp |
| Annual return | 17.15% | 17.59%-0.4pp | 35.95%-18.8pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,659 | $1,532+204.2% | $4,087+14.0% | $2,234+108.6% |
| Participant deferral / active EE | $10,512 | $3,659+187.3% | $5,632+86.6% | $3,805+176.2% |
| Admin fee / account holder | $85 | $132-35.5% | $9,500-99.1% | $158-46.1% |