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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,698,828 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,939 | $106,222+144.7% | $112,977+130.1% | $106,222+144.7% |
| Participation rate | 96.8% | 70.8%+26.0pp | 82.6%+14.3pp | 70.8%+26.0pp |
| Annual return | 15.45% | 21.69%-6.2pp | 24.24%-8.8pp | 21.69%-6.2pp |
| Employer contribution / active EE | $4,163 | $2,723+52.8% | $4,255-2.2% | $2,723+52.8% |
| Participant deferral / active EE | $11,547 | $4,600+151.0% | $5,836+97.9% | $4,600+151.0% |
| Admin fee / account holder | $139 | $78+76.7% | $6,294-97.8% | $78+76.7% |