Filed May 3, 2006 (most recent of 2 filings on file)
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 | $45,530 |
Annual investment return 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 | $188,588 | $81,625+131.0% | $167,512+12.6% | $74,304+153.8% |
| Participation rate | 95.0% | 60.0%+35.0pp | 77.1%+18.0pp | 60.3%+34.7pp |
| Annual return | 13.64% | 26.09%-12.5pp | 1615.79%-1602.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $4,411 | $2,010+119.4% | $3,882+13.6% | $2,241+96.8% |
| Participant deferral / active EE | $8,847 | $4,115+115.0% | $6,405+38.1% | $3,767+134.8% |
| Admin fee / account holder | $123 | $3,474-96.5% | $9,769-98.7% | $2,969-95.9% |