Filed November 9, 2005
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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,256,159 |
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 | $188,287 | $73,367+156.6% | $90,782+107.4% | $73,367+156.6% |
| Participation rate | 97.6% | 69.5%+28.2pp | 82.7%+15.0pp | 69.5%+28.2pp |
| Annual return | -2.93% | 173.45%-176.4pp | -3.42%+0.5pp | 173.45%-176.4pp |
| Employer contribution / active EE | $3,359 | $2,499+34.4% | $4,105-18.2% | $2,499+34.4% |
| Participant deferral / active EE | $9,491 | $4,033+135.4% | $5,366+76.9% | $4,033+135.4% |
| Admin fee / account holder | $115 | $68+67.9% | $5,908-98.1% | $68+67.9% |