Filed March 23, 2006
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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,814 | $54,193-15.5% | $93,606-51.1% | $77,643-41.0% |
| Participation rate | 54.5% | 63.9%-9.4pp | 68.7%-14.2pp | 70.6%-16.1pp |
| Annual return | 12.88% | 30.54%-17.7pp | 133.20%-120.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $720 | $1,168-38.4% | $2,420-70.3% | $2,726-73.6% |
| Participant deferral / active EE | $1,214 | $3,144-61.4% | $4,411-72.5% | $4,647-73.9% |
| Admin fee / account holder | $107 | $576-81.4% | $8,285-98.7% | $430-75.2% |