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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $459,675 |
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 | $224,980 | $96,403+133.4% | $93,606+140.3% | $77,787+189.2% |
| Participation rate | 95.9% | 87.6%+8.2pp | 75.8%+20.0pp | 73.2%+22.6pp |
| Annual return | 23.25% | 39.36%-16.1pp | 32.76%-9.5pp | 32.57%-9.3pp |
| Employer contribution / active EE | $7,573 | $3,616+109.5% | $2,718+178.6% | $2,504+202.4% |
| Participant deferral / active EE | $9,951 | $5,341+86.3% | $4,069+144.6% | $3,967+150.8% |
| Admin fee / account holder | $155 | $90+73.5% | $7,888-98.0% | $100+55.2% |