Filed June 20, 2006 (most recent of 3 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.4 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $419,638 |
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $145,325 |
RVK, INC.4 years Filed as: RVK Service code 16 · EIN 93-0919652 | Consulting | $46,481 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,830 | $102,872+214.8% | $100,534+222.1% | $102,872+214.8% |
| Participation rate | 96.4% | 73.0%+23.4pp | 80.6%+15.8pp | 73.0%+23.4pp |
| Annual return | 15.06% | 19.06%-4.0pp | 32.66%-17.6pp | 19.06%-4.0pp |
| Employer contribution / active EE | $10,802 | $3,526+206.3% | $4,346+148.5% | $3,526+206.3% |
| Participant deferral / active EE | $12,147 | $5,535+119.5% | $6,144+97.7% | $5,535+119.5% |
| Admin fee / account holder | $221 | $292-24.3% | $7,654-97.1% | $292-24.3% |