Filed August 3, 2006
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,697 | $78,419-20.0% | $133,956-53.2% | $73,409-14.6% |
| Participation rate | 44.2% | 78.6%-34.4pp | 79.8%-35.6pp | 72.2%-28.0pp |
| Annual return | 20.61% | 33.35%-12.7pp | 45.09%-24.5pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,099 | $2,044-46.2% | $3,919-72.0% | $2,234-50.8% |
| Participant deferral / active EE | $1,699 | $3,925-56.7% | $5,048-66.3% | $3,805-55.4% |
| Admin fee / account holder | $13 | $161-92.2% | $8,927-99.9% | $158-92.0% |