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.7 years Service code 13 · EIN 23-1945930 | Contract Administrator | $6,250 |
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 | $29,656 | $54,193-45.3% | $93,606-68.3% | $77,643-61.8% |
| Participation rate | 54.8% | 63.9%-9.1pp | 68.7%-13.9pp | 70.6%-15.7pp |
| Annual return | 12.15% | 30.54%-18.4pp | 133.20%-121.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,501 | $1,168+28.5% | $2,420-38.0% | $2,726-45.0% |
| Participant deferral / active EE | $784 | $3,144-75.1% | $4,411-82.2% | $4,647-83.1% |
| Admin fee / account holder | $3 | $576-99.5% | $8,285-100.0% | $430-99.3% |