Filed March 5, 2006
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.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $60,655 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,885 | $58,758-15.1% | $70,014-28.7% | $63,975-22.0% |
| Participation rate | 96.7% | 77.5%+19.2pp | 71.8%+24.9pp | 71.1%+25.6pp |
| Annual return | -1.18% | 18.05%-19.2pp | 12.99%-14.2pp | 48.65%-49.8pp |
| Employer contribution / active EE | $3,194 | $1,973+61.9% | $2,338+36.6% | $2,182+46.4% |
| Participant deferral / active EE | $1,652 | $2,912-43.3% | $2,931-43.6% | $3,356-50.8% |
| Admin fee / account holder | $44 | $71-37.5% | $4,380-99.0% | $70-37.0% |