Filed November 9, 2005 (most recent of 3 filings on file)
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $220,342 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $78,554 |
Service code 99 | Other Fees | $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 | $160,830 | $76,173+111.1% | $81,438+97.5% | $199,768-19.5% |
| Participation rate | 96.0% | 76.3%+19.8pp | 69.5%+26.5pp | 72.0%+24.0pp |
| Annual return | 13.19% | 15.59%-2.4pp | 24.74%-11.6pp | 34.26%-21.1pp |
| Employer contribution / active EE | $5,264 | $2,792+88.5% | $2,460+113.9% | $3,037+73.3% |
| Participant deferral / active EE | $7,649 | $4,201+82.1% | $3,883+97.0% | $5,090+50.3% |
| Admin fee / account holder | $100 | $146-31.6% | $5,764-98.3% | $269-62.9% |