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.6 years Service code 13 · EIN 23-1945930 | Contract Administrator | $5,093 |
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 | $30,195 | $53,165-43.2% | $86,188-65.0% | $74,419-59.4% |
| Participation rate | 49.1% | 64.9%-15.7pp | 69.0%-19.8pp | 70.7%-21.6pp |
| Annual return | 16.91% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,263 | $1,210+4.4% | $2,380-46.9% | $2,637-52.1% |
| Participant deferral / active EE | $789 | $3,234-75.6% | $3,985-80.2% | $4,528-82.6% |
| Admin fee / account holder | $5 | $551-99.1% | $6,852-99.9% | $348-98.6% |