Filed November 9, 2005
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 8-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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $218,292 |
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 | $232,969 | $90,410+157.7% | $91,001+156.0% | $77,958+198.8% |
| Participation rate | 99.7% | 86.4%+13.3pp | 75.6%+24.1pp | 71.6%+28.0pp |
| Annual return | 0.00% | 21.34%-21.3pp | 4.60%-4.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $4,636 | $3,392+36.7% | $2,456+88.8% | $2,310+100.6% |
| Participant deferral / active EE | $6,068 | $4,816+26.0% | $3,547+71.1% | $3,537+71.6% |
| Admin fee / account holder | $96 | $79+21.3% | $5,417-98.2% | $97-1.6% |