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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,838 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,995 | $99,078-27.3% | $96,544-25.4% | $74,419-3.3% |
| Participation rate | 95.6% | 80.7%+14.9pp | 76.0%+19.6pp | 70.7%+24.8pp |
| Annual return | 17.54% | 22.48%-4.9pp | 25.84%-8.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,821 | $2,570-29.1% | $2,965-38.6% | $2,637-30.9% |
| Participant deferral / active EE | $4,464 | $4,933-9.5% | $4,851-8.0% | $4,528-1.4% |
| Admin fee / account holder | $153 | $225-31.9% | $8,252-98.1% | $348-56.0% |