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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,160 |
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 | $59,316 | $86,225-31.2% | $146,665-59.6% | $86,799-31.7% |
| Participation rate | 30.9% | 78.0%-47.1pp | 80.1%-49.2pp | 72.3%-41.4pp |
| Annual return | 14.95% | 31.23%-16.3pp | 22.74%-7.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $865 | $2,392-63.8% | $4,136-79.1% | $2,405-64.0% |
| Participant deferral / active EE | $1,396 | $4,245-67.1% | $5,506-74.6% | $4,131-66.2% |
| Admin fee / account holder | $10 | $195-94.6% | $10,280-99.9% | $170-93.8% |