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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $126,930 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. 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 | $121,647 | $71,957+69.1% | $67,652+79.8% | $59,188+105.5% |
| Participation rate | 99.1% | 82.7%+16.4pp | 75.7%+23.4pp | 69.4%+29.7pp |
| Annual return | 1.16% | 8.53%-7.4pp | 6625.04%-6623.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $3,391 | $2,432+39.4% | $2,266+49.7% | $2,098+61.6% |
| Participant deferral / active EE | $6,602 | $4,211+56.8% | $3,560+85.5% | $3,265+102.2% |
| Admin fee / account holder | $29 | $64-54.7% | $4,821-99.4% | $92-68.5% |