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 Service code 15 · EIN 23-1945930 | Recordkeeping | $21,478 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,035 | $71,957-31.9% | $67,652-27.5% | $59,188-17.2% |
| Participation rate | 73.2% | 82.7%-9.5pp | 75.7%-2.5pp | 69.4%+3.8pp |
| Annual return | 1.23% | 8.53%-7.3pp | 6625.04%-6623.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $301 | $2,432-87.6% | $2,266-86.7% | $2,098-85.7% |
| Participant deferral / active EE | $1,920 | $4,211-54.4% | $3,560-46.1% | $3,265-41.2% |
| Admin fee / account holder | $18 | $64-71.9% | $4,821-99.6% | $92-80.4% |