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.4+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 | Recordkeeping | $542,383 |
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 | $214,683 | $82,546+160.1% | $140,016+53.3% | $75,289+185.1% |
| Participation rate | 98.4% | 88.4%+10.1pp | 87.5%+10.9pp | 72.4%+26.0pp |
| Annual return | -4.32% | -0.36%-4.0pp | 651.12%-655.4pp | -0.04%-4.3pp |
| Employer contribution / active EE | $10,750 | $3,856+178.8% | $5,606+91.8% | $2,405+347.0% |
| Participant deferral / active EE | $8,649 | $5,731+50.9% | $6,927+24.9% | $3,739+131.3% |
| Admin fee / account holder | $110 | $86+28.7% | $10,705-99.0% | $102+7.9% |