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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $301,666 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,580 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,840 | $98,780-23.2% | $60,874+24.6% | $77,904-2.6% |
| Participation rate | 89.8% | 76.7%+13.2pp | 73.1%+16.7pp | 73.7%+16.2pp |
| Annual return | 0.30% | -11.56%+11.9pp | 16.90%-16.6pp | 12.21%-11.9pp |
| Employer contribution / active EE | $3,075 | $3,605-14.7% | $2,701+13.8% | $2,848+8.0% |
| Participant deferral / active EE | $5,630 | $4,200+34.0% | $3,817+47.5% | $4,806+17.2% |
| Admin fee / account holder | $129 | $89+45.7% | $3,224-96.0% | $133-2.6% |