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.2 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $410,240 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $99,277 |
RVK, INC.2 years Filed as: RVK Service code 16 · EIN 93-0919652 | Consulting | $32,972 |
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 | $284,546 | $167,950+69.4% | $112,887+152.1% | $80,160+255.0% |
| Participation rate | 96.1% | 94.5%+1.6pp | 80.5%+15.6pp | 72.9%+23.1pp |
| Annual return | 15.88% | 18.78%-2.9pp | 34.10%-18.2pp | 40.38%-24.5pp |
| Employer contribution / active EE | $10,276 | $6,272+63.8% | $4,563+125.2% | $2,978+245.1% |
| Participant deferral / active EE | $10,656 | $9,857+8.1% | $6,513+63.6% | $5,017+112.4% |
| Admin fee / account holder | $234 | $104+125.3% | $7,047-96.7% | $145+61.1% |