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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $168,290 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,980 |
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 | $141,756 | $95,918+47.8% | $151,611-6.5% | $77,904+82.0% |
| Participation rate | 97.8% | 88.7%+9.1pp | 87.5%+10.3pp | 73.7%+24.2pp |
| Annual return | -15.68% | -5.50%-10.2pp | 3.33%-19.0pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,005 | $4,330+15.6% | $6,166-18.8% | $2,848+75.8% |
| Participant deferral / active EE | $7,578 | $7,508+0.9% | $8,363-9.4% | $4,806+57.7% |
| Admin fee / account holder | $38 | $93-58.8% | $11,616-99.7% | $133-71.0% |