Filed May 10, 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 | $491,591 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,964 | $88,581+126.9% | $74,183+170.9% | $65,292+207.8% |
| Participation rate | 97.3% | 86.2%+11.1pp | 76.6%+20.7pp | 72.4%+24.9pp |
| Annual return | 6.67% | 11.72%-5.0pp | 17.74%-11.1pp | 11.84%-5.2pp |
| Employer contribution / active EE | $3,177 | $3,021+5.2% | $2,370+34.0% | $2,302+38.0% |
| Participant deferral / active EE | $7,747 | $4,898+58.2% | $3,550+118.3% | $3,579+116.5% |
| Admin fee / account holder | $49 | $60-18.8% | $5,586-99.1% | $57-15.4% |