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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,613 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,239 |
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 | $69,316 | $185,342-62.6% | $111,297-37.7% | $86,799-20.1% |
| Participation rate | 93.0% | 81.0%+12.0pp | 77.3%+15.7pp | 72.3%+20.7pp |
| Annual return | 14.19% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,518 | $2,246+12.1% | $2,731-7.8% | $2,405+4.7% |
| Participant deferral / active EE | $4,611 | $4,458+3.4% | $4,487+2.8% | $4,131+11.6% |
| Admin fee / account holder | $100 | $255-60.9% | $7,964-98.7% | $170-41.2% |