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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $630 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,316 | $80,005+239.1% | $140,016+93.8% | $55,725+386.9% |
| Participation rate | 98.4% | 87.0%+11.4pp | 87.5%+10.9pp | 70.9%+27.5pp |
| Annual return | -4.93% | 0.46%-5.4pp | 651.12%-656.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $20,744 | $3,403+509.6% | $5,606+270.1% | $2,078+898.2% |
| Participant deferral / active EE | $10,777 | $5,264+104.7% | $6,927+55.6% | $3,356+221.2% |
| Admin fee / account holder | $1 | $116-99.4% | $10,705-100.0% | $115-99.4% |