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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $323,531 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $274,116 |
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 | $195,337 | $104,697+86.6% | $96,544+102.3% | $80,160+143.7% |
| Participation rate | 99.0% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.1pp |
| Annual return | 17.15% | 21.78%-4.6pp | 25.84%-8.7pp | 40.38%-23.2pp |
| Employer contribution / active EE | $9,433 | $3,536+166.8% | $2,965+218.2% | $2,978+216.8% |
| Participant deferral / active EE | $9,500 | $6,188+53.5% | $4,851+95.8% | $5,017+89.3% |
| Admin fee / account holder | $148 | $107+38.8% | $8,252-98.2% | $145+2.2% |