Filed April 7, 2006 (most recent of 2 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 | $232,467 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $169,883 |
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 | $148,985 | $110,299+35.1% | $102,423+45.5% | $199,593-25.4% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 15.29% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,519 | $3,603+53.2% | $3,023+82.5% | $3,034+81.9% |
| Participant deferral / active EE | $7,714 | $6,376+21.0% | $5,053+52.7% | $5,087+51.6% |
| Admin fee / account holder | $134 | $122+9.4% | $9,451-98.6% | $269-50.2% |