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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $6,979 |
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 | $44,884 | $50,666-11.4% | $76,817-41.6% | $65,185-31.1% |
| Participation rate | 95.3% | 68.8%+26.5pp | 72.1%+23.3pp | 70.2%+25.1pp |
| Annual return | 23.08% | 28.51%-5.4pp | 1166.11%-1143.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $636 | $1,575-59.6% | $2,302-72.4% | $2,177-70.8% |
| Participant deferral / active EE | $1,991 | $2,647-24.8% | $3,336-40.3% | $3,514-43.3% |
| Admin fee / account holder | $15 | $463-96.8% | $6,420-99.8% | $847-98.3% |