Filed September 1, 2006 (most recent of 2 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $99,727 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,519 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,923 | $67,679-26.2% | $155,509-67.9% | $99,062-49.6% |
| Participation rate | 92.1% | 67.2%+24.9pp | 78.2%+14.0pp | 71.6%+20.5pp |
| Annual return | 12.73% | 16.16%-3.4pp | 64.67%-51.9pp | 17.66%-4.9pp |
| Employer contribution / active EE | $5,525 | $2,268+143.6% | $4,672+18.2% | $3,262+69.4% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $16 | $94-82.7% | $15,912-99.9% | $109-85.2% |