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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $281,575 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,100 |
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 | $176,186 | $118,337+48.9% | $189,513-7.0% | $93,030+89.4% |
| Participation rate | 97.8% | 89.1%+8.8pp | 87.8%+10.0pp | 73.9%+23.9pp |
| Annual return | 15.07% | 21.77%-6.7pp | 555.15%-540.1pp | 158.70%-143.6pp |
| Employer contribution / active EE | $4,949 | $4,204+17.7% | $6,162-19.7% | $2,706+82.9% |
| Participant deferral / active EE | $7,658 | $7,123+7.5% | $8,221-6.9% | $4,562+67.8% |
| Admin fee / account holder | $62 | $100-37.6% | $12,045-99.5% | $152-59.0% |