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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,370 |
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 | $50,165 | $71,142-29.5% | $119,609-58.1% | $64,808-22.6% |
| Participation rate | 33.0% | 78.6%-45.6pp | 79.3%-46.2pp | 71.5%-38.4pp |
| Annual return | -15.93% | -10.01%-5.9pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $954 | $2,497-61.8% | $4,232-77.5% | $2,506-61.9% |
| Participant deferral / active EE | $1,499 | $4,490-66.6% | $5,602-73.2% | $4,310-65.2% |
| Admin fee / account holder | $11 | $162-93.4% | $10,323-99.9% | $188-94.3% |