Filed November 9, 2005 (most recent of 3 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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,071,258 |
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 | $114,319 | $69,651+64.1% | $94,224+21.3% | $69,651+64.1% |
| Participation rate | 99.1% | 66.6%+32.5pp | 78.8%+20.3pp | 66.6%+32.5pp |
| Annual return | 0.46% | 53.77%-53.3pp | 10.68%-10.2pp | 53.77%-53.3pp |
| Employer contribution / active EE | $3,788 | $2,241+69.1% | $3,587+5.6% | $2,241+69.1% |
| Participant deferral / active EE | $5,432 | $3,635+49.4% | $4,320+25.7% | $3,635+49.4% |
| Admin fee / account holder | $73 | $63+15.0% | $6,269-98.8% | $63+15.0% |