Filed February 21, 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $188,379 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,687 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,369 | $122,693+49.5% | $184,203-0.5% | $199,593-8.1% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 14.08% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $5,582 | $4,584+21.8% | $6,427-13.2% | $3,034+84.0% |
| Participant deferral / active EE | $8,127 | $7,990+1.7% | $9,131-11.0% | $5,087+59.8% |
| Admin fee / account holder | $42 | $121-65.3% | $13,901-99.7% | $269-84.4% |