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.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $225,328 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,781 | $75,760+42.3% | $123,104-12.4% | $59,188+82.1% |
| Participation rate | 97.5% | 86.0%+11.4pp | 86.8%+10.7pp | 69.4%+28.0pp |
| Annual return | -0.02% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,322 | $3,415-2.7% | $5,151-35.5% | $2,098+58.4% |
| Participant deferral / active EE | $5,292 | $5,000+5.8% | $6,230-15.0% | $3,265+62.1% |
| Admin fee / account holder | $46 | $61-23.8% | $9,015-99.5% | $92-49.8% |