Filed February 28, 2006
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,855 |
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 | $59,813 | $38,925+53.7% | $73,843-19.0% | $55,191+8.4% |
| Participation rate | 98.9% | 66.0%+32.8pp | 73.4%+25.4pp | 69.2%+29.7pp |
| Annual return | 0.44% | 6.31%-5.9pp | 2267.84%-2267.4pp | 10.78%-10.3pp |
| Employer contribution / active EE | $5,751 | $1,695+239.3% | $2,787+106.3% | $1,899+202.9% |
| Participant deferral / active EE | $5,956 | $2,351+153.4% | $3,583+66.2% | $3,046+95.5% |
| Admin fee / account holder | $2 | $83-98.2% | $4,880-100.0% | $91-98.3% |