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.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $61,970 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $59,791 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,142 | $73,034+12.5% | $77,163+6.5% | $80,160+2.5% |
| Participation rate | 98.6% | 78.1%+20.5pp | 69.6%+29.0pp | 72.9%+25.7pp |
| Annual return | -4.55% | 18.56%-23.1pp | 37.87%-42.4pp | 40.38%-44.9pp |
| Employer contribution / active EE | $5,334 | $2,779+91.9% | $2,535+110.4% | $2,978+79.1% |
| Participant deferral / active EE | $3,601 | $4,140-13.0% | $3,833-6.1% | $5,017-28.2% |
| Admin fee / account holder | $71 | $104-31.4% | $5,472-98.7% | $145-50.9% |