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.6+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $629,641 |
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 | $309,733 | $187,277+65.4% | $112,977+174.2% | $90,288+243.1% |
| Participation rate | 96.8% | 91.6%+5.2pp | 82.6%+14.3pp | 73.4%+23.5pp |
| Annual return | 12.40% | 26.33%-13.9pp | 24.24%-11.8pp | 53.97%-41.6pp |
| Employer contribution / active EE | $9,849 | $5,263+87.2% | $4,255+131.5% | $2,524+290.2% |
| Participant deferral / active EE | $10,517 | $8,833+19.1% | $5,836+80.2% | $4,232+148.5% |
| Admin fee / account holder | $239 | $102+135.0% | $6,294-96.2% | $114+109.3% |