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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $182,410 |
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 | $156,160 | $112,686+38.6% | $169,993-8.1% | $80,160+94.8% |
| Participation rate | 98.4% | 87.4%+11.0pp | 87.0%+11.4pp | 72.9%+25.5pp |
| Annual return | 19.33% | 67.04%-47.7pp | 53.37%-34.0pp | 40.38%-21.1pp |
| Employer contribution / active EE | $7,020 | $4,481+56.6% | $6,785+3.5% | $2,978+135.7% |
| Participant deferral / active EE | $11,057 | $7,876+40.4% | $10,408+6.2% | $5,017+120.4% |
| Admin fee / account holder | $69 | $99-30.1% | $12,815-99.5% | $145-52.2% |