Filed July 18, 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $232,137 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS Service code 16 · EIN 23-2932984 | Consulting | $32,250 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY Service code 16 · EIN 39-0859910 | Consulting | $17,760 |
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 | $110,593 | $54,392+103.3% | $84,750+30.5% | $63,975+72.9% |
| Participation rate | 95.4% | 76.9%+18.5pp | 76.6%+18.8pp | 71.1%+24.2pp |
| Annual return | 8.37% | 611.38%-603.0pp | 22.78%-14.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,973 | $2,943+1.0% | $3,574-16.8% | $2,182+36.3% |
| Participant deferral / active EE | $8,252 | $2,593+218.3% | $3,712+122.3% | $3,356+145.8% |
| Admin fee / account holder | $77 | $136-43.6% | $5,332-98.6% | $70+8.8% |