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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,353 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,960 | $88,890-13.4% | $102,423-24.9% | $77,643-0.9% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.5pp |
| Annual return | 13.78% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,859 | $2,698-31.1% | $3,023-38.5% | $2,726-31.8% |
| Participant deferral / active EE | $4,785 | $5,145-7.0% | $5,053-5.3% | $4,647+3.0% |
| Admin fee / account holder | $149 | $235-36.7% | $9,451-98.4% | $430-65.4% |