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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $584,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,946 | $41,409+15.8% | $94,993-49.5% | $80,976-40.8% |
| Participation rate | 98.0% | 46.1%+52.0pp | 73.9%+24.2pp | 68.3%+29.8pp |
| Annual return | 18.16% | 18.00%+0.2pp | 27.12%-9.0pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,918 | $698+174.8% | $2,603-26.3% | $2,402-20.2% |
| Participant deferral / active EE | $2,834 | $1,441+96.7% | $3,317-14.5% | $3,848-26.3% |
| Admin fee / account holder | $18 | $48-61.7% | $4,960-99.6% | $67-72.6% |