Filed November 19, 2005
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 | $84,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,431 | $68,092+6.4% | $73,307-1.2% | $59,188+22.4% |
| Participation rate | 48.1% | 78.1%-29.9pp | 74.9%-26.8pp | 69.4%-21.3pp |
| Annual return | 1.13% | 5.93%-4.8pp | 5.67%-4.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $413 | $2,018-79.6% | $3,237-87.3% | $2,098-80.3% |
| Participant deferral / active EE | $2,704 | $5,041-46.4% | $4,991-45.8% | $3,265-17.2% |
| Admin fee / account holder | $46 | $630-92.7% | $5,637-99.2% | $92-50.5% |