Filed September 21, 2006 (most recent of 2 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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $316,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,745 | $65,292-5.4% | $87,507-29.4% | $65,292-5.4% |
| Participation rate | 97.0% | 72.4%+24.6pp | 73.8%+23.1pp | 72.4%+24.6pp |
| Annual return | 45.60% | 11.84%+33.8pp | 12.21%+33.4pp | 11.84%+33.8pp |
| Employer contribution / active EE | $1,827 | $2,302-20.6% | $2,550-28.4% | $2,302-20.6% |
| Participant deferral / active EE | $2,600 | $3,579-27.3% | $3,149-17.4% | $3,579-27.3% |
| Admin fee / account holder | $13 | $57-76.8% | $4,221-99.7% | $57-76.8% |