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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,233 |
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 | $97,567 | $92,055+6.0% | $106,213-8.1% | $77,643+25.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 14.93% | 17.91%-3.0pp | 116.14%-101.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,945 | $3,367+17.2% | $3,171+24.4% | $2,726+44.7% |
| Participant deferral / active EE | $7,587 | $5,386+40.9% | $5,016+51.3% | $4,647+63.2% |
| Admin fee / account holder | $41 | $219-81.1% | $11,033-99.6% | $430-90.4% |