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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $641,367 |
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 | $214,165 | $100,921+112.2% | $82,313+160.2% | $177,276+20.8% |
| Participation rate | 98.1% | 86.9%+11.1pp | 76.9%+21.2pp | 74.8%+23.3pp |
| Annual return | 21.62% | 20.33%+1.3pp | 25.88%-4.3pp | 21.25%+0.4pp |
| Employer contribution / active EE | $4,175 | $3,145+32.7% | $2,428+71.9% | $2,479+68.4% |
| Participant deferral / active EE | $8,322 | $5,192+60.3% | $3,706+124.5% | $3,881+114.4% |
| Admin fee / account holder | $58 | $64-10.1% | $5,608-99.0% | $154-62.6% |