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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,880 |
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 | $113,642 | $82,546+37.7% | $140,016-18.8% | $75,289+50.9% |
| Participation rate | 98.4% | 88.4%+10.0pp | 87.5%+10.9pp | 72.4%+26.0pp |
| Annual return | -4.46% | -0.36%-4.1pp | 651.12%-655.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,578 | $3,856+18.7% | $5,606-18.3% | $2,405+90.3% |
| Participant deferral / active EE | $9,644 | $5,731+68.3% | $6,927+39.2% | $3,739+158.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |