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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $721,581 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $629,259 |
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 | $194,124 | $71,813+170.3% | $119,609+62.3% | $78,044+148.7% |
| Participation rate | 98.5% | 81.7%+16.8pp | 79.3%+19.3pp | 74.4%+24.1pp |
| Annual return | -14.15% | -13.80%-0.3pp | -14.97%+0.8pp | 10.87%-25.0pp |
| Employer contribution / active EE | $4,518 | $2,836+59.3% | $4,232+6.8% | $3,125+44.6% |
| Participant deferral / active EE | $8,219 | $4,953+65.9% | $5,602+46.7% | $5,084+61.7% |
| Admin fee / account holder | $112 | $81+38.6% | $10,323-98.9% | $79+41.7% |