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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $292,943 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $46,091 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,540 | $105,179-13.0% | $64,056+42.9% | $80,160+14.2% |
| Participation rate | 90.6% | 73.5%+17.1pp | 72.3%+18.3pp | 72.9%+17.7pp |
| Annual return | 18.68% | 20.34%-1.7pp | 33.69%-15.0pp | 40.38%-21.7pp |
| Employer contribution / active EE | $3,072 | $3,311-7.2% | $2,747+11.9% | $2,978+3.2% |
| Participant deferral / active EE | $5,799 | $4,020+44.2% | $3,880+49.5% | $5,017+15.6% |
| Admin fee / account holder | $124 | $113+9.2% | $3,068-96.0% | $145-14.7% |