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.7+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $670,628 |
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 | $334,208 | $211,459+58.0% | $119,258+180.2% | $93,030+259.2% |
| Participation rate | 97.0% | 94.1%+3.0pp | 82.7%+14.3pp | 73.9%+23.1pp |
| Annual return | 13.66% | 39.10%-25.4pp | 30.69%-17.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $10,914 | $5,958+83.2% | $4,384+148.9% | $2,706+303.4% |
| Participant deferral / active EE | $11,229 | $9,654+16.3% | $6,111+83.8% | $4,562+146.1% |
| Admin fee / account holder | $266 | $124+115.1% | $7,226-96.3% | $152+75.4% |