Filed November 9, 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 year Filed as: VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $89,210 |
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 | $51,605 | $49,270+4.7% | $156,549-67.0% | $329,111-84.3% |
| Participation rate | 96.2% | 68.1%+28.1pp | 84.0%+12.2pp | 67.9%+28.4pp |
| Annual return | 9.37% | 23.25%-13.9pp | 32.23%-22.9pp | 16.35%-7.0pp |
| Employer contribution / active EE | $547 | $1,534-64.3% | $5,501-90.1% | $2,303-76.2% |
| Participant deferral / active EE | $4,947 | $2,920+69.4% | $4,871+1.6% | $3,682+34.4% |
| Admin fee / account holder | $3 | $51-94.3% | $13,027-100.0% | $754-99.6% |