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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,004,278 |
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 | $236,838 | $117,238+102.0% | $87,100+171.9% | $82,204+188.1% |
| Participation rate | 97.7% | 87.2%+10.5pp | 76.9%+20.9pp | 73.4%+24.3pp |
| Annual return | 26.48% | 25.80%+0.7pp | 28.19%-1.7pp | 26.31%+0.2pp |
| Employer contribution / active EE | $4,908 | $3,535+38.8% | $2,521+94.6% | $2,707+81.3% |
| Participant deferral / active EE | $8,883 | $5,976+48.7% | $4,049+119.4% | $4,246+109.2% |
| Admin fee / account holder | $89 | $81+9.1% | $7,497-98.8% | $76+17.3% |