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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,300 |
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 | $72,561 | $89,436-18.9% | $164,813-56.0% | $77,643-6.5% |
| Participation rate | 36.0% | 78.6%-42.6pp | 78.6%-42.6pp | 70.6%-34.6pp |
| Annual return | 18.11% | 28.83%-10.7pp | 69.93%-51.8pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,117 | $2,569-56.5% | $4,341-74.3% | $2,726-59.0% |
| Participant deferral / active EE | $1,864 | $4,897-61.9% | $6,031-69.1% | $4,647-59.9% |
| Admin fee / account holder | $14 | $339-96.0% | $12,690-99.9% | $430-96.8% |