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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,155 |
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 | $125,116 | $89,274+40.1% | $149,718-16.4% | $77,958+60.5% |
| Participation rate | 98.0% | 87.6%+10.4pp | 87.1%+11.0pp | 71.6%+26.4pp |
| Annual return | 20.10% | 20.36%-0.3pp | 1501.63%-1481.5pp | 20.87%-0.8pp |
| Employer contribution / active EE | $4,452 | $3,727+19.5% | $5,445-18.2% | $2,310+92.7% |
| Participant deferral / active EE | $9,534 | $5,382+77.1% | $6,569+45.1% | $3,537+169.6% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |