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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,953 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,620 | $69,238-32.7% | $185,823-74.9% | $101,517-54.1% |
| Participation rate | 98.9% | 73.5%+25.3pp | 81.7%+17.2pp | 74.6%+24.3pp |
| Annual return | 13.42% | 21.26%-7.8pp | 122.05%-108.6pp | 21.00%-7.6pp |
| Employer contribution / active EE | $5,121 | $2,104+143.4% | $5,167-0.9% | $2,973+72.3% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $12 | $66-82.4% | $16,237-99.9% | $139-91.6% |