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 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $123,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,377 | $61,756+44.7% | $70,092+27.5% | $77,904+14.7% |
| Participation rate | 99.0% | 79.9%+19.1pp | 70.5%+28.5pp | 73.7%+25.3pp |
| Annual return | 9.57% | -11.86%+21.4pp | 190.73%-181.2pp | 12.21%-2.6pp |
| Employer contribution / active EE | $5,102 | $2,706+88.5% | $2,559+99.4% | $2,848+79.2% |
| Participant deferral / active EE | $3,283 | $3,977-17.5% | $3,849-14.7% | $4,806-31.7% |
| Admin fee / account holder | $77 | $101-23.9% | $6,267-98.8% | $133-41.9% |