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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,105 |
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 | $104,845 | $75,760+38.4% | $123,104-14.8% | $59,188+77.1% |
| Participation rate | 97.5% | 86.0%+11.5pp | 86.8%+10.7pp | 69.4%+28.1pp |
| Annual return | 2.58% | 2.93%-0.3pp | 13.22%-10.6pp | 5.51%-2.9pp |
| Employer contribution / active EE | $3,699 | $3,415+8.3% | $5,151-28.2% | $2,098+76.3% |
| Participant deferral / active EE | $8,367 | $5,000+67.3% | $6,230+34.3% | $3,265+156.3% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |