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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,174,128 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,690 | $124,049+106.9% | $95,952+167.5% | $93,223+175.3% |
| Participation rate | 92.7% | 88.4%+4.3pp | 77.1%+15.6pp | 74.9%+17.8pp |
| Annual return | 24.30% | 22.17%+2.1pp | 91.61%-67.3pp | 19.29%+5.0pp |
| Employer contribution / active EE | $4,830 | $3,478+38.9% | $2,541+90.1% | $2,680+80.2% |
| Participant deferral / active EE | $8,718 | $6,147+41.8% | $4,167+109.2% | $4,563+91.1% |
| Admin fee / account holder | $93 | $73+27.4% | $6,795-98.6% | $79+16.9% |