Filed January 23, 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: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $191,898 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $94,730 | $90,410+4.8% | $91,001+4.1% | $77,958+21.5% |
| Participation rate | 96.9% | 86.4%+10.5pp | 75.6%+21.3pp | 71.6%+25.2pp |
| Annual return | 18.48% | 21.34%-2.9pp | 4.60%+13.9pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,351 | $3,392-30.7% | $2,456-4.3% | $2,310+1.8% |
| Participant deferral / active EE | $5,483 | $4,816+13.9% | $3,547+54.6% | $3,537+55.0% |
| Admin fee / account holder | $75 | $79-5.3% | $5,417-98.6% | $97-23.2% |