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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,073,697 |
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 | $125,481 | $79,480+57.9% | $108,579+15.6% | $329,111-61.9% |
| Participation rate | 99.1% | 72.0%+27.1pp | 79.6%+19.5pp | 67.9%+31.2pp |
| Annual return | 8.53% | 18.07%-9.5pp | -51.70%+60.2pp | 16.35%-7.8pp |
| Employer contribution / active EE | $3,842 | $2,317+65.8% | $3,758+2.2% | $2,303+66.8% |
| Participant deferral / active EE | $5,675 | $3,243+75.0% | $4,311+31.7% | $3,682+54.1% |
| Admin fee / account holder | $74 | $68+8.6% | $7,645-99.0% | $754-90.2% |