Filed September 27, 2006 (most recent of 2 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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,913 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,524 |
Annual investment return 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 | $63,451 | $72,254-12.2% | $86,677-26.8% | $64,808-2.1% |
| Participation rate | 95.6% | 80.4%+15.2pp | 76.6%+19.0pp | 71.5%+24.1pp |
| Annual return | -17.36% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,715 | $2,393-28.3% | $2,836-39.5% | $2,506-31.6% |
| Participant deferral / active EE | $4,351 | $4,658-6.6% | $4,656-6.5% | $4,310+0.9% |
| Admin fee / account holder | $148 | $174-15.2% | $7,493-98.0% | $188-21.4% |