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.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $283,001 |
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 | $109,592 | $96,403+13.7% | $93,606+17.1% | $77,787+40.9% |
| Participation rate | 94.3% | 87.6%+6.6pp | 75.8%+18.5pp | 73.2%+21.1pp |
| Annual return | 22.43% | 39.36%-16.9pp | 32.76%-10.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $2,258 | $3,616-37.5% | $2,718-16.9% | $2,504-9.8% |
| Participant deferral / active EE | $6,056 | $5,341+13.4% | $4,069+48.8% | $3,967+52.6% |
| Admin fee / account holder | $111 | $90+23.9% | $7,888-98.6% | $100+10.8% |