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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,232,277 |
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 | $174,306 | $83,826+107.9% | $125,175+39.2% | $82,204+112.0% |
| Participation rate | 97.5% | 83.1%+14.4pp | 79.8%+17.7pp | 73.4%+24.1pp |
| Annual return | 21.10% | 22.78%-1.7pp | 43.79%-22.7pp | 26.31%-5.2pp |
| Employer contribution / active EE | $2,237 | $2,267-1.3% | $3,865-42.1% | $2,707-17.4% |
| Participant deferral / active EE | $6,873 | $4,293+60.1% | $4,937+39.2% | $4,246+61.9% |
| Admin fee / account holder | $90 | $74+20.9% | $9,702-99.1% | $76+18.9% |