Filed September 16, 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.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-1945930 14321 N NORTHSIGHT BLVD · SCOTSDALE, AZ 85260 | Recordkeeping Fees | $89,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,556 | $54,392+20.5% | $84,750-22.6% | $63,975+2.5% |
| Participation rate | 49.2% | 76.9%-27.7pp | 76.6%-27.4pp | 71.1%-21.9pp |
| Annual return | 9.32% | 611.38%-602.1pp | 22.78%-13.5pp | 48.65%-39.3pp |
| Employer contribution / active EE | $756 | $2,943-74.3% | $3,574-78.8% | $2,182-65.4% |
| Participant deferral / active EE | $2,548 | $2,593-1.7% | $3,712-31.3% | $3,356-24.1% |
| Admin fee / account holder | $29 | $136-78.3% | $5,332-99.4% | $70-58.1% |