Filed January 16, 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.3+ years Service code 99 | Other Fees | $0 |
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 | $212,699 | $55,453+283.6% | $170,442+24.8% | $62,292+241.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.87% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $8,658 | $2,164+300.1% | $5,433+59.4% | $2,042+323.9% |
| Participant deferral / active EE | $5,829 | $2,303+153.1% | $4,939+18.0% | $3,169+83.9% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |