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.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-1945930 14321 N NORTHSIGHT BLVD · SCOTSDALE, AZ 85260 | Recordkeeping Fees | $78,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,533 | $59,184+20.9% | $92,233-22.4% | $177,276-59.6% |
| Participation rate | 44.5% | 85.6%-41.1pp | 76.5%-31.9pp | 74.8%-30.3pp |
| Annual return | 18.71% | 15.88%+2.8pp | 176.28%-157.6pp | 21.25%-2.5pp |
| Employer contribution / active EE | $699 | $2,985-76.6% | $3,679-81.0% | $2,479-71.8% |
| Participant deferral / active EE | $2,428 | $2,859-15.1% | $3,897-37.7% | $3,881-37.4% |
| Admin fee / account holder | $24 | $98-75.8% | $5,194-99.5% | $154-84.6% |