Filed October 26, 2005 (most recent of 2 filings on file)
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.2+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 21 · EIN 23-2186884 | Bank Trustee | $217,586 |
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 | $189,414 | $80,354+135.7% | $133,980+41.4% | $63,975+196.1% |
| Participation rate | 99.0% | 87.5%+11.4pp | 87.1%+11.9pp | 71.1%+27.8pp |
| Annual return | 9.26% | 13.11%-3.8pp | 29.30%-20.0pp | 48.65%-39.4pp |
| Employer contribution / active EE | $10,476 | $3,503+199.0% | $5,211+101.0% | $2,182+380.2% |
| Participant deferral / active EE | $7,723 | $5,239+47.4% | $6,282+22.9% | $3,356+130.1% |
| Admin fee / account holder | $43 | $69-38.0% | $9,324-99.5% | $70-39.0% |