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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $765,164 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $702,856 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $240,499 | $171,796+40.0% | $111,297+116.1% | $106,520+125.8% |
| Participation rate | 97.4% | 88.6%+8.8pp | 77.3%+20.1pp | 71.3%+26.1pp |
| Annual return | 12.17% | 18.62%-6.4pp | 54.65%-42.5pp | 19.28%-7.1pp |
| Employer contribution / active EE | $4,913 | $4,687+4.8% | $2,731+79.9% | $2,840+73.0% |
| Participant deferral / active EE | $9,447 | $7,845+20.4% | $4,487+110.5% | $4,948+90.9% |
| Admin fee / account holder | $100 | $69+44.3% | $7,964-98.7% | $75+34.4% |