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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,111 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $61,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,625 | $59,339-31.5% | $149,673-72.9% | $103,482-60.7% |
| Participation rate | 91.2% | 70.2%+21.0pp | 78.8%+12.4pp | 73.3%+17.9pp |
| Annual return | 17.23% | 77.78%-60.5pp | 134.42%-117.2pp | 33.11%-15.9pp |
| Employer contribution / active EE | $5,041 | $2,178+131.5% | $4,818+4.6% | $3,208+57.1% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $13 | $103-87.5% | $13,210-99.9% | $114-88.7% |