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.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-1945930 14321 N NORTHSIGHT BLVD · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $6,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,571 | $58,726+405.0% | $92,233+221.5% | $62,292+376.1% |
| Participation rate | 43.3% | 68.3%-25.1pp | 76.5%-33.2pp | 69.5%-26.3pp |
| Annual return | 14.45% | 43.62%-29.2pp | 176.28%-161.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $3,226 | $2,392+34.9% | $3,679-12.3% | $2,042+58.0% |
| Participant deferral / active EE | $7,606 | $2,766+175.0% | $3,897+95.2% | $3,169+140.0% |
| Admin fee / account holder | $45 | $556-91.9% | $5,194-99.1% | $479-90.6% |