Filed July 30, 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,348 |
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 | $110,698 | $93,131+18.9% | $106,548+3.9% | $86,799+27.5% |
| Participation rate | 97.7% | 81.4%+16.3pp | 76.1%+21.6pp | 72.3%+25.4pp |
| Annual return | 14.13% | 19.45%-5.3pp | 26.80%-12.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,917 | $2,895+0.8% | $2,819+3.5% | $2,405+21.3% |
| Participant deferral / active EE | $7,098 | $4,708+50.8% | $4,398+61.4% | $4,131+71.8% |
| Admin fee / account holder | $6 | $145-96.0% | $7,407-99.9% | $170-96.6% |