Filed April 3, 2006
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $200,737 |
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 | $173,426 | $122,693+41.3% | $184,203-5.9% | $199,593-13.1% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.6pp |
| Annual return | 15.89% | 143.91%-128.0pp | 28.81%-12.9pp | 34.25%-18.4pp |
| Employer contribution / active EE | $7,185 | $4,584+56.7% | $6,427+11.8% | $3,034+136.8% |
| Participant deferral / active EE | $11,717 | $7,990+46.6% | $9,131+28.3% | $5,087+130.3% |
| Admin fee / account holder | $71 | $121-41.2% | $13,901-99.5% | $269-73.7% |