Filed December 15, 2006
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 | $735 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,709 | $68,413+257.7% | $123,104+98.8% | $55,191+343.4% |
| Participation rate | 97.2% | 84.5%+12.7pp | 86.8%+10.4pp | 69.2%+28.1pp |
| Annual return | 4.17% | 6.30%-2.1pp | 13.22%-9.0pp | 10.78%-6.6pp |
| Employer contribution / active EE | $20,724 | $3,050+579.4% | $5,151+302.3% | $1,899+991.5% |
| Participant deferral / active EE | $11,412 | $4,490+154.1% | $6,230+83.2% | $3,046+274.6% |
| Admin fee / account holder | $0 | $88-99.9% | $9,015-100.0% | $91-99.9% |