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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,963 |
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 | $60,748 | $79,519-23.6% | $95,952-36.7% | $73,409-17.2% |
| Participation rate | 91.7% | 81.2%+10.5pp | 77.1%+14.6pp | 72.2%+19.5pp |
| Annual return | 12.80% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $2,875 | $2,048+40.4% | $2,541+13.1% | $2,234+28.7% |
| Participant deferral / active EE | $4,248 | $4,138+2.7% | $4,167+2.0% | $3,805+11.6% |
| Admin fee / account holder | $96 | $184-48.1% | $6,795-98.6% | $158-39.5% |