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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,176 |
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 | $314,382 | $88,515+255.2% | $162,163+93.9% | $67,579+365.2% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 23.34% | 27.04%-3.7pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $23,175 | $3,563+550.4% | $5,614+312.8% | $2,148+979.0% |
| Participant deferral / active EE | $11,210 | $5,724+95.9% | $7,298+53.6% | $3,539+216.7% |
| Admin fee / account holder | $69 | $124-43.9% | $10,843-99.4% | $142-51.3% |