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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,655 |
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 | $156,417 | $110,699+41.3% | $177,821-12.0% | $90,288+73.2% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 13.80% | 22.79%-9.0pp | 48.32%-34.5pp | 53.97%-40.2pp |
| Employer contribution / active EE | $5,018 | $4,118+21.8% | $5,918-15.2% | $2,524+98.8% |
| Participant deferral / active EE | $10,412 | $6,731+54.7% | $7,714+35.0% | $4,232+146.0% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |