Filed February 28, 2006
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.5 years Service code 13 · EIN 23-1945930 | Contract Administrator | $12,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,657 | $42,353-37.1% | $79,550-66.5% | $64,808-58.9% |
| Participation rate | 47.8% | 64.8%-17.0pp | 69.5%-21.7pp | 71.5%-23.7pp |
| Annual return | -15.29% | -12.24%-3.0pp | 0.16%-15.5pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,390 | $1,181+17.7% | $2,413-42.4% | $2,506-44.5% |
| Participant deferral / active EE | $939 | $3,170-70.4% | $3,985-76.4% | $4,310-78.2% |
| Admin fee / account holder | $22 | $160-86.5% | $6,832-99.7% | $188-88.5% |