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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $140,327 | $95,918+46.3% | $151,611-7.4% | $77,904+80.1% |
| Participation rate | 98.1% | 88.7%+9.3pp | 87.5%+10.6pp | 73.7%+24.4pp |
| Annual return | -13.54% | -5.50%-8.0pp | 3.33%-16.9pp | 12.21%-25.7pp |
| Employer contribution / active EE | $6,007 | $4,330+38.7% | $6,166-2.6% | $2,848+111.0% |
| Participant deferral / active EE | $11,250 | $7,508+49.8% | $8,363+34.5% | $4,806+134.1% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |