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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,179 |
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 | $362,839 | $111,608+225.1% | $177,821+104.0% | $73,409+394.3% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.6pp |
| Annual return | 14.83% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $23,047 | $3,796+507.1% | $5,918+289.4% | $2,234+931.8% |
| Participant deferral / active EE | $11,411 | $6,199+84.1% | $7,714+47.9% | $3,805+199.9% |
| Admin fee / account holder | $56 | $166-66.4% | $12,427-99.6% | $158-64.8% |