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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $139,230 |
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 | $142,782 | $80,211+78.0% | $74,183+92.5% | $63,975+123.2% |
| Participation rate | 96.6% | 84.2%+12.4pp | 76.6%+19.9pp | 71.1%+25.4pp |
| Annual return | 18.65% | 14.13%+4.5pp | 17.74%+0.9pp | 48.65%-30.0pp |
| Employer contribution / active EE | $3,438 | $2,553+34.6% | $2,370+45.1% | $2,182+57.6% |
| Participant deferral / active EE | $6,160 | $4,370+41.0% | $3,550+73.6% | $3,356+83.5% |
| Admin fee / account holder | $34 | $67-49.5% | $5,586-99.4% | $70-51.8% |