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.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $419,731 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $140,061 |
RVK, INC.1 year Filed as: RVK Service code 16 · EIN 93-0919652 | Consulting | $51,600 |
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 | $267,199 | $153,281+74.3% | $93,789+184.9% | $77,904+243.0% |
| Participation rate | 96.3% | 92.2%+4.1pp | 81.0%+15.3pp | 73.7%+22.6pp |
| Annual return | -14.32% | -5.55%-8.8pp | -11.33%-3.0pp | 12.21%-26.5pp |
| Employer contribution / active EE | $10,919 | $5,690+91.9% | $4,323+152.6% | $2,848+283.4% |
| Participant deferral / active EE | $11,709 | $9,364+25.0% | $6,094+92.1% | $4,806+143.6% |
| Admin fee / account holder | $235 | $114+105.6% | $7,195-96.7% | $133+77.0% |