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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,920 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,690 | $91,372-35.8% | $129,995-54.9% | $74,419-21.1% |
| Participation rate | 34.6% | 77.8%-43.1pp | 78.5%-43.8pp | 70.7%-36.1pp |
| Annual return | 25.71% | 23.21%+2.5pp | -137.18%+162.9pp | 34.38%-8.7pp |
| Employer contribution / active EE | $982 | $2,563-61.7% | $4,320-77.3% | $2,637-62.8% |
| Participant deferral / active EE | $1,576 | $4,721-66.6% | $5,820-72.9% | $4,528-65.2% |
| Admin fee / account holder | $8 | $283-97.2% | $10,614-99.9% | $348-97.7% |