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.5+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $572,640 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $282,896 | $168,477+67.9% | $105,387+168.4% | $77,787+263.7% |
| Participation rate | 97.6% | 91.6%+6.0pp | 82.6%+15.0pp | 73.2%+24.4pp |
| Annual return | 20.14% | 25.62%-5.5pp | 26.82%-6.7pp | 32.57%-12.4pp |
| Employer contribution / active EE | $9,937 | $4,957+100.5% | $4,213+135.8% | $2,504+296.8% |
| Participant deferral / active EE | $10,445 | $8,141+28.3% | $5,502+89.8% | $3,967+163.3% |
| Admin fee / account holder | $233 | $103+126.9% | $6,559-96.5% | $100+132.4% |