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 | $15,865 |
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 | $103,379 | $55,790+85.3% | $76,817+34.6% | $67,579+53.0% |
| Participation rate | 94.9% | 71.1%+23.8pp | 72.1%+22.8pp | 71.3%+23.6pp |
| Annual return | 21.09% | 64.45%-43.4pp | 1166.11%-1145.0pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,893 | $1,810+4.6% | $2,302-17.8% | $2,148-11.9% |
| Participant deferral / active EE | $3,805 | $2,875+32.3% | $3,336+14.1% | $3,539+7.5% |
| Admin fee / account holder | $15 | $159-90.6% | $6,420-99.8% | $142-89.5% |