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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $10,802 |
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 | $99,849 | $53,925+85.2% | $75,670+32.0% | $69,631+43.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 72.3%+19.9pp | 70.7%+21.6pp |
| Annual return | 18.71% | 17.84%+0.9pp | 27.34%-8.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,929 | $1,802+7.0% | $2,352-18.0% | $2,032-5.1% |
| Participant deferral / active EE | $3,860 | $2,569+50.2% | $3,142+22.8% | $3,224+19.7% |
| Admin fee / account holder | $8 | $97-91.7% | $5,800-99.9% | $110-92.7% |