Filed January 6, 2006 (most recent of 3 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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $5,525 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,024 | $43,504-14.9% | $68,793-46.2% | $56,287-34.2% |
| Participation rate | 97.8% | 67.8%+29.9pp | 72.2%+25.5pp | 69.9%+27.9pp |
| Annual return | -3.01% | -3.15%+0.1pp | -4.63%+1.6pp | -9.96%+6.9pp |
| Employer contribution / active EE | $652 | $1,525-57.3% | $2,625-75.2% | $2,111-69.1% |
| Participant deferral / active EE | $2,064 | $2,509-17.7% | $3,311-37.7% | $3,350-38.4% |
| Admin fee / account holder | $11 | $515-97.9% | $5,131-99.8% | $521-97.9% |