Filed September 2, 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) | $366,065 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $248,831 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,848 | $110,299+103.9% | $102,423+119.5% | $199,593+12.7% |
| Participation rate | 98.8% | 86.3%+12.6pp | 76.5%+22.3pp | 72.0%+26.9pp |
| Annual return | 11.92% | 35.73%-23.8pp | 29.32%-17.4pp | 34.25%-22.3pp |
| Employer contribution / active EE | $10,115 | $3,603+180.7% | $3,023+234.6% | $3,034+233.4% |
| Participant deferral / active EE | $10,746 | $6,376+68.5% | $5,053+112.7% | $5,087+111.2% |
| Admin fee / account holder | $165 | $122+35.0% | $9,451-98.3% | $269-38.6% |