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.5+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 | Recordkeeping | $577,911 |
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 | $249,189 | $95,776+160.2% | $162,163+53.7% | $77,787+220.3% |
| Participation rate | 98.4% | 88.6%+9.7pp | 87.6%+10.8pp | 73.2%+25.2pp |
| Annual return | 20.83% | 37.03%-16.2pp | 115.59%-94.8pp | 32.57%-11.7pp |
| Employer contribution / active EE | $11,022 | $3,874+184.5% | $5,614+96.3% | $2,504+340.1% |
| Participant deferral / active EE | $8,725 | $6,125+42.4% | $7,298+19.5% | $3,967+119.9% |
| Admin fee / account holder | $114 | $88+29.5% | $10,843-99.0% | $100+13.5% |