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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $472,235 |
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 | $136,159 | $78,852+72.7% | $76,768+77.4% | $75,289+80.8% |
| Participation rate | 91.0% | 85.0%+6.0pp | 77.0%+14.0pp | 72.4%+18.6pp |
| Annual return | -3.25% | -1.29%-2.0pp | 2.43%-5.7pp | -0.04%-3.2pp |
| Employer contribution / active EE | $8,105 | $2,794+190.0% | $2,485+226.1% | $2,405+237.0% |
| Participant deferral / active EE | $7,442 | $4,800+55.1% | $3,852+93.2% | $3,739+99.1% |
| Admin fee / account holder | $106 | $79+34.2% | $6,675-98.4% | $102+3.6% |