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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,182,207 |
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 | $226,608 | $89,569+153.0% | $105,387+115.0% | $89,569+153.0% |
| Participation rate | 97.4% | 69.6%+27.8pp | 82.6%+14.8pp | 69.6%+27.8pp |
| Annual return | 19.85% | 34.56%-14.7pp | 26.82%-7.0pp | 34.56%-14.7pp |
| Employer contribution / active EE | $3,812 | $2,584+47.5% | $4,213-9.5% | $2,584+47.5% |
| Participant deferral / active EE | $10,407 | $4,220+146.6% | $5,502+89.2% | $4,220+146.6% |
| Admin fee / account holder | $112 | $72+56.8% | $6,559-98.3% | $72+56.8% |