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 | $9,039 |
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 | $92,092 | $48,261+90.8% | $68,793+33.9% | $55,725+65.3% |
| Participation rate | 99.4% | 71.0%+28.3pp | 72.2%+27.1pp | 70.9%+28.5pp |
| Annual return | -3.97% | -2.61%-1.4pp | -4.63%+0.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,227 | $1,742+27.8% | $2,625-15.2% | $2,078+7.2% |
| Participant deferral / active EE | $4,394 | $2,712+62.0% | $3,311+32.7% | $3,356+30.9% |
| Admin fee / account holder | $6 | $126-95.2% | $5,131-99.9% | $115-94.7% |