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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,133,309 |
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 | $149,854 | $77,180+94.2% | $117,854+27.2% | $177,276-15.5% |
| Participation rate | 98.6% | 85.8%+12.9pp | 79.7%+18.9pp | 74.8%+23.8pp |
| Annual return | 17.66% | 20.91%-3.2pp | 335.08%-317.4pp | 21.25%-3.6pp |
| Employer contribution / active EE | $3,959 | $1,992+98.7% | $3,786+4.6% | $2,479+59.7% |
| Participant deferral / active EE | $6,198 | $3,956+56.7% | $4,482+38.3% | $3,881+59.7% |
| Admin fee / account holder | $79 | $54+45.6% | $8,020-99.0% | $154-48.6% |