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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,385 |
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 | $72,304 | $46,100+56.8% | $86,590-16.5% | $69,631+3.8% |
| Participation rate | 99.6% | 67.2%+32.4pp | 73.5%+26.1pp | 70.7%+28.9pp |
| Annual return | 18.30% | 21.02%-2.7pp | 964.84%-946.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $6,598 | $1,850+256.7% | $2,839+132.4% | $2,032+224.7% |
| Participant deferral / active EE | $6,517 | $2,432+168.0% | $3,609+80.6% | $3,224+102.2% |
| Admin fee / account holder | $2 | $94-98.2% | $4,906-100.0% | $110-98.4% |