Filed February 21, 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 9-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 | $70,345 |
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 | $55,927 | $92,091-39.3% | $62,995-11.2% | $77,958-28.3% |
| Participation rate | 98.6% | 74.5%+24.1pp | 74.8%+23.8pp | 71.6%+26.9pp |
| Annual return | 20.15% | 16.23%+3.9pp | 87.57%-67.4pp | 20.87%-0.7pp |
| Employer contribution / active EE | $1,673 | $3,424-51.1% | $2,759-39.4% | $2,310-27.6% |
| Participant deferral / active EE | $2,838 | $3,361-15.6% | $3,329-14.8% | $3,537-19.8% |
| Admin fee / account holder | $34 | $48-28.8% | $3,600-99.1% | $97-64.9% |