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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,996 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,754 | $72,254-27.0% | $86,677-39.1% | $64,808-18.6% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | -15.24% | 392.42%-407.7pp | 35.91%-51.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,608 | $2,393+50.8% | $2,836+27.2% | $2,506+44.0% |
| Participant deferral / active EE | $4,481 | $4,658-3.8% | $4,656-3.7% | $4,310+4.0% |
| Admin fee / account holder | $85 | $174-51.1% | $7,493-98.9% | $188-54.7% |