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 4-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 26 · EIN 23-1945930 14321 N NORTHSIGHT BLVD · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $10,197 |
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 | $160,216 | $57,921+176.6% | $84,750+89.0% | $57,658+177.9% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 70.2%+7.6pp |
| Annual return | 6.58% | 10.24%-3.7pp | 22.78%-16.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,891 | $2,598+11.3% | $3,574-19.1% | $1,974+46.5% |
| Participant deferral / active EE | $5,678 | $2,742+107.1% | $3,712+53.0% | $3,061+85.5% |
| Admin fee / account holder | $37 | $130-71.3% | $5,332-99.3% | $95-60.6% |