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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,530 | $56,767-11.0% | $101,794-50.4% | $85,563-40.9% |
| Participation rate | 60.4% | 57.6%+2.8pp | 69.2%-8.8pp | 66.0%-5.6pp |
| Annual return | 14.26% | 17.76%-3.5pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,379 | $1,112+24.0% | $2,289-39.7% | $2,654-48.0% |
| Participant deferral / active EE | $1,377 | $2,720-49.4% | $4,084-66.3% | $4,375-68.5% |
| Admin fee / account holder | $107 | $1,098-90.3% | $8,777-98.8% | $834-87.2% |