Filed September 6, 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,881 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $4,986 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,107 | $125,758+154.5% | $169,993+88.3% | $75,163+325.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.23% | 27.20%-12.0pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $7,084 | $4,615+53.5% | $6,785+4.4% | $2,670+165.3% |
| Participant deferral / active EE | $8,070 | $6,837+18.0% | $10,408-22.5% | $4,125+95.6% |
| Admin fee / account holder | $225 | $8,173-97.2% | $12,815-98.2% | $5,651-96.0% |