Filed June 14, 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 | $140,883 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $135,333 |
Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 · EIN 20-1113894 | Other Fees | $16,250 |
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 | $174,356 | $122,693+42.1% | $184,203-5.3% | $199,593-12.6% |
| Participation rate | 97.9% | 86.8%+11.1pp | 86.8%+11.1pp | 72.0%+25.9pp |
| Annual return | 13.46% | 143.91%-130.5pp | 28.81%-15.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,737 | $4,584+25.1% | $6,427-10.7% | $3,034+89.1% |
| Participant deferral / active EE | $7,463 | $7,990-6.6% | $9,131-18.3% | $5,087+46.7% |
| Admin fee / account holder | $187 | $121+55.1% | $13,901-98.7% | $269-30.4% |