Filed January 9, 2006 (most recent of 2 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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $247,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,150 | $112,623+98.1% | $106,213+110.1% | $199,593+11.8% |
| Participation rate | 99.4% | 86.2%+13.2pp | 75.3%+24.2pp | 72.0%+27.5pp |
| Annual return | 14.30% | 15.57%-1.3pp | 116.14%-101.8pp | 34.25%-20.0pp |
| Employer contribution / active EE | $10,158 | $4,575+122.0% | $3,171+220.3% | $3,034+234.8% |
| Participant deferral / active EE | $11,973 | $6,659+79.8% | $5,016+138.7% | $5,087+135.4% |
| Admin fee / account holder | $206 | $107+92.3% | $11,033-98.1% | $269-23.5% |