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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $857,067 |
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 | $207,154 | $96,261+115.2% | $76,768+169.8% | $68,904+200.6% |
| Participation rate | 84.0% | 87.0%-2.9pp | 77.0%+7.1pp | 74.1%+9.9pp |
| Annual return | -4.36% | -0.85%-3.5pp | 2.43%-6.8pp | 1.07%-5.4pp |
| Employer contribution / active EE | $4,504 | $3,303+36.4% | $2,485+81.2% | $2,540+77.3% |
| Participant deferral / active EE | $8,233 | $5,537+48.7% | $3,852+113.8% | $4,015+105.1% |
| Admin fee / account holder | $81 | $73+11.4% | $6,675-98.8% | $71+13.9% |