Filed October 5, 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,225 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,599 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,365 | $122,239+231.6% | $184,203+120.1% | $74,495+444.2% |
| Participation rate | 99.4% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 14.10% | 19.95%-5.8pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $13,759 | $4,537+203.2% | $6,427+114.1% | $2,623+424.5% |
| Participant deferral / active EE | $12,729 | $7,139+78.3% | $9,131+39.4% | $4,346+192.9% |
| Admin fee / account holder | $261 | $1,260-79.2% | $13,901-98.1% | $1,942-86.5% |