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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,983 | $111,491+269.5% | $189,513+117.4% | $86,799+374.6% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.6pp |
| Annual return | 14.75% | 83.50%-68.8pp | 555.15%-540.4pp | 97.91%-83.2pp |
| Employer contribution / active EE | $22,222 | $3,951+462.4% | $6,162+260.7% | $2,405+823.8% |
| Participant deferral / active EE | $11,743 | $6,437+82.4% | $8,221+42.8% | $4,131+184.3% |
| Admin fee / account holder | $35 | $189-81.2% | $12,045-99.7% | $170-79.1% |