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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $253,640 |
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 | $112,631 | $80,354+40.2% | $133,980-15.9% | $63,975+76.1% |
| Participation rate | 97.6% | 87.5%+10.1pp | 87.1%+10.5pp | 71.1%+26.5pp |
| Annual return | 8.25% | 13.11%-4.9pp | 29.30%-21.1pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,341 | $3,503-4.6% | $5,211-35.9% | $2,182+53.1% |
| Participant deferral / active EE | $5,399 | $5,239+3.1% | $6,282-14.1% | $3,356+60.8% |
| Admin fee / account holder | $50 | $69-28.2% | $9,324-99.5% | $70-29.3% |